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GeoWealth Management’s Moody's MCO Stock Holding History

GeoWealth Management’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 		$1.14M Sell
2,601
-849
-25% -$402K 0.04% 255
2025
Q4 		$1.76M Sell
3,450
-35
-1% -$17.1K 0.07% 173
2025
Q3 		$1.66M Sell
3,485
-99
-3% -$49.9K 0.06% 199
2025
Q2 		$1.8M Sell
3,584
-79
-2% -$36.6K 0.07% 164
2025
Q1 		$1.71M Buy
3,663
+693
+23% +$334K 0.07% 174
2024
Q4 		$1.41M Buy
2,970
+355
+14% +$169K 0.05% 232
2024
Q3 		$1.24M Buy
2,615
+50
+2% +$23.2K 0.04% 259
2024
Q2 		$1.08M Buy
2,565
+909
+55% +$362K 0.05% 252
2024
Q1 		$651K Buy
1,656
+1,294
+357% +$499K 0.03% 384
2023
Q4 		$141K Buy
362
+307
+558% +$107K 0.01% 546
2023
Q3 		$17K Buy
+55
New +$18.7K ﹤0.01% 441
2023
Q2 		– Sell
-6
Closed -$2K – 462
2023
Q1 		$2K Sell
6
-1,705
-100% -$515K ﹤0.01% 372
2022
Q4 		$477K Sell
1,711
-2,106
-55% -$576K 0.05% 152
2022
Q3 		$927K Sell
3,817
-74
-2% -$21.5K 0.1% 119
2022
Q2 		$1.06M Buy
3,891
+1,676
+76% +$501K 0.14% 105
2022
Q1 		$747K Buy
2,215
+836
+61% +$281K 0.07% 170
2021
Q4 		$539K Buy
+1,379
New +$532K 0.04% 202

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

GeoWealth Management's MCO Position: Q1 2026 in Review

GeoWealth Management reduced its Moody's (MCO) stake by 25% in Q1 2026, selling an estimated $402K and leaving 2,601 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #255.

GeoWealth Management first reported a position in MCO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.8M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • GeoWealth Management held 2,601 shares of Moody's worth $1.14M as of Q1 2026.
  • GeoWealth Management sold 849 Moody's shares in Q1 2026, an estimated $402K.
  • Moody's made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #255 holding.
  • GeoWealth Management first reported a position in Moody's in Q4 2021 and has held it in 17 quarters since.
  • GeoWealth Management's Moody's position peaked at $1.8M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.