Flywheel Private Wealth
MCO icon

Flywheel Private Wealth’s Moody's MCO Stock Holding History

Flywheel Private Wealth’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Hold
500
– – 0.11% 97
2026
Q2 		$226K Hold
500
– – 0.11% 102
2026
Q1 		$218K Buy
+500
New +$237K 0.12% 99

Other funds holding MCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Flywheel Private Wealth's MCO Position: Q3 2026 in Review

Flywheel Private Wealth held its Moody's (MCO) position steady in Q3 2026 at 500 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #97.

Flywheel Private Wealth first reported a position in MCO in Q1 2026 and has held it in 3 quarters since. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Flywheel Private Wealth held 500 shares of Moody's worth $227K as of Q3 2026.
  • Flywheel Private Wealth left its Moody's share count unchanged in Q3 2026.
  • Moody's made up 0.11% of Flywheel Private Wealth's portfolio in Q3 2026, its #97 holding.
  • Flywheel Private Wealth first reported a position in Moody's in Q1 2026 and has held it in 3 quarters since.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.