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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Focus Partners Wealth's MCO Position: Q1 2026 in Review

Focus Partners Wealth increased its Moody's (MCO) stake by 13% in Q1 2026, buying an estimated $3.9M and bringing the position to 73,899 shares worth $32.3M. The position accounts for 0.04% of the portfolio, ranked #380.

Focus Partners Wealth first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $72.3M in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Focus Partners Wealth held 73,899 shares of Moody's worth $32.3M as of Q1 2026.
Focus Partners Wealth bought 8,238 Moody's shares in Q1 2026, an estimated $3.9M.
Moody's made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #380 holding.
Focus Partners Wealth first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Moody's position peaked at $72.3M in Q2 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.