IFWM
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Institute for Wealth Management’s Moody's MCO Stock Holding History

Institute for 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 		$972K Sell
2,146
-54
-2% -$24.3K 0.09% 203
2026
Q1 		$960K Sell
2,200
-15
-0.7% -$7.1K 0.1% 204
2025
Q4 		$1.13M Buy
2,215
+484
+28% +$236K 0.12% 174
2025
Q3 		$825K Sell
1,731
-83
-5% -$41.8K 0.09% 231
2025
Q2 		$910K Hold
1,814
– – 0.1% 209
2025
Q1 		$845K Buy
1,814
+30
+2% +$14.5K 0.11% 211
2024
Q4 		$845K Sell
1,784
-8
-0.4% -$3.82K 0.11% 204
2024
Q3 		$851K Sell
1,792
-44
-2% -$20.4K 0.11% 207
2024
Q2 		$773K Buy
1,836
+225
+14% +$89.5K 0.1% 205
2024
Q1 		$633K Sell
1,611
-17
-1% -$6.55K 0.08% 243
2023
Q4 		$636K Buy
1,628
+4
+0.2% +$1.39K 0.1% 226
2023
Q3 		$513K Sell
1,624
-3
-0.2% -$1.02K 0.09% 255
2023
Q2 		$566K Sell
1,627
-57
-3% -$18.1K 0.1% 238
2023
Q1 		$515K Sell
1,684
-42
-2% -$12.7K 0.1% 256
2022
Q4 		$481K Buy
1,726
+123
+8% +$33.6K 0.1% 270
2022
Q3 		$390K Sell
1,603
-16
-1% -$4.65K 0.09% 284
2022
Q2 		$440K Buy
1,619
+423
+35% +$127K 0.09% 300
2022
Q1 		$404K Buy
1,196
+105
+10% +$35.3K 0.07% 334
2021
Q4 		$426K Buy
1,091
+132
+14% +$50.9K 0.07% 308
2021
Q3 		$341K Buy
959
+384
+67% +$145K 0.06% 342
2021
Q2 		$208K Buy
+575
New +$191K 0.04% 455

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

Institute for Wealth Management's MCO Position: Q2 2026 in Review

Institute for Wealth Management reduced its Moody's (MCO) stake by 2.5% in Q2 2026, selling an estimated $24.3K and leaving 2,146 shares worth $972K. The position accounts for 0.09% of the portfolio, ranked #203.

Institute for Wealth Management first reported a position in MCO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.13M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Institute for Wealth Management held 2,146 shares of Moody's worth $972K as of Q2 2026.
  • Institute for Wealth Management sold 54 Moody's shares in Q2 2026, an estimated $24.3K.
  • Moody's made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Institute for Wealth Management first reported a position in Moody's in Q2 2021 and has held it in 21 quarters since.
  • Institute for Wealth Management's Moody's position peaked at $1.13M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.