HNW
MCO icon

High Note Wealth’s Moody's MCO Stock Holding History

High Note 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 		$6.54K Sell
15
-7
-32% -$3.31K ﹤0.01% 452
2025
Q4 		$11.2K Buy
22
+11
+100% +$5.37K ﹤0.01% 325
2025
Q3 		$5.24K Buy
11
+1
+10% +$504 ﹤0.01% 451
2025
Q2 		$5.02K Hold
10
– – ﹤0.01% 419
2025
Q1 		$4.66K Hold
10
– – ﹤0.01% 446
2024
Q4 		$4.73K Buy
+10
New +$4.77K ﹤0.01% 455

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

High Note Wealth's MCO Position: Q1 2026 in Review

High Note Wealth reduced its Moody's (MCO) stake by 32% in Q1 2026, selling an estimated $3.31K and leaving 15 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

High Note Wealth first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.2K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • High Note Wealth held 15 shares of Moody's worth $6.54K as of Q1 2026.
  • High Note Wealth sold 7 Moody's shares in Q1 2026, an estimated $3.31K.
  • Moody's made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #452 holding.
  • High Note Wealth first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Moody's position peaked at $11.2K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.