Focus Partners Wealth
MCO icon

Focus Partners Wealth’s Moody's MCO Stock Holding History

Focus Partners 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
Q2 		$34.3M Buy
75,830
+1,931
+3% +$867K 0.04% 394
2026
Q1 		$32.3M Buy
73,899
+8,238
+13% +$3.9M 0.04% 380
2025
Q4 		$33.5M Buy
65,661
+13,521
+26% +$6.6M 0.04% 368
2025
Q3 		$24.8M Sell
52,140
-1,633
-3% -$823K 0.04% 351
2025
Q2 		$27M Buy
53,773
+122
+0.2% +$56.5K 0.06% 294
2025
Q1 		$25M Sell
53,651
-6,105
-10% -$2.94M 0.06% 282
2024
Q4 		$28.3M Buy
59,756
+456
+0.8% +$218K 0.07% 247
2024
Q3 		$28.1M Sell
59,300
-112,364
-65% -$52.1M 0.09% 223
2024
Q2 		$72.3M Buy
171,664
+88,358
+106% +$35.2M 0.24% 97
2024
Q1 		$32.7M Buy
83,306
+3,303
+4% +$1.27M 0.27% 97
2023
Q4 		$31.2M Buy
+80,003
New +$27.8M 0.41% 59

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Focus Partners Wealth's MCO Position: Q2 2026 in Review

Focus Partners Wealth increased its Moody's (MCO) stake by 2.6% in Q2 2026, buying an estimated $867K and bringing the position to 75,830 shares worth $34.3M. The position accounts for 0.04% of the portfolio, ranked #394.

Focus Partners Wealth first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.3M in Q2 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Focus Partners Wealth held 75,830 shares of Moody's worth $34.3M as of Q2 2026.
  • Focus Partners Wealth bought 1,931 Moody's shares in Q2 2026, an estimated $867K.
  • Moody's made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #394 holding.
  • Focus Partners Wealth first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Moody's position peaked at $72.3M in Q2 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.