HighMark Wealth Management’s Moody's MCO Stock Holding History

HighMark Wealth 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 Q2	$4.98K	Hold	11	–	–	﹤0.01%	391
2026 Q1	$4.8K	Hold	11	–	–	﹤0.01%	388
2025 Q4	$5.62K	Hold	11	–	–	﹤0.01%	389
2025 Q3	$5.24K	Sell	11 -2	-15%	-$1.01K	﹤0.01%	388
2025 Q2	$6.52K	Hold	13	–	–	﹤0.01%	366
2025 Q1	$6.05K	Hold	13	–	–	﹤0.01%	350
2024 Q4	$6.15K	Hold	13	–	–	﹤0.01%	361
2024 Q3	$6.17K	Sell	13 -2	-13%	-$927	﹤0.01%	378
2024 Q2	$6.31K	Hold	15	–	–	﹤0.01%	352
2024 Q1	$5.89K	Hold	15	–	–	﹤0.01%	356
2023 Q4	$5.86K	Hold	15	–	–	﹤0.01%	343
2023 Q3	$4.74K	Hold	15	–	–	﹤0.01%	354
2023 Q2	$5.22K	Buy	+15	New	+$4.75K	﹤0.01%	344

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HighMark Wealth Management's MCO Position: Q2 2026 in Review

HighMark Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 11 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

HighMark Wealth Management first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.52K in Q2 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

HighMark Wealth Management held 11 shares of Moody's worth $4.98K as of Q2 2026.
HighMark Wealth Management left its Moody's share count unchanged in Q2 2026.
Moody's made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #391 holding.
HighMark Wealth Management first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
HighMark Wealth Management's Moody's position peaked at $6.52K in Q2 2025.
1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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