Kennedy Investment Group’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Kennedy Investment Group’s Portfolio NMCO Stock Details NMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-72,790	Closed	-$790K	–	145
2025 Q3	$790K	Sell	72,790 -45,016	-38%	-$470K	0.31%	70
2025 Q2	$1.26M	Sell	117,806 -4,977	-4%	-$51.5K	0.54%	47
2025 Q1	$1.31M	Sell	122,783 -6,809	-5%	-$74.6K	0.61%	41
2024 Q4	$1.37M	Sell	129,592 -30,444	-19%	-$340K	0.62%	38
2024 Q3	$1.87M	Sell	160,036 -5,671	-3%	-$64.5K	0.86%	27
2024 Q2	$1.83M	Sell	165,707 -5,077	-3%	-$53.5K	0.93%	26
2024 Q1	$1.81M	Sell	170,784 -1,253	-0.7%	-$12.9K	0.96%	28
2023 Q4	$1.72M	Sell	172,037 -14,233	-8%	-$137K	0.96%	28
2023 Q3	$1.8M	Sell	186,270 -4,178	-2%	-$45.7K	1.09%	27
2023 Q2	$2.06M	Sell	190,448 -1,513	-0.8%	-$16.8K	1.21%	22
2023 Q1	$2.19M	Sell	191,961 -1,499	-0.8%	-$17.3K	1.34%	22
2022 Q4	$2.13M	Buy	+193,460	New	+$2.16M	1.35%	22

Other funds holding NMCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kennedy Investment Group's NMCO Position: Q4 2025 in Review

Kennedy Investment Group sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q4 2025, closing a stake of 72,790 shares — an estimated $790K sold.

Kennedy Investment Group first reported a position in NMCO in Q4 2022 and held it in 12 quarters. The position peaked at $2.19M in Q1 2023. 74 funds tracked by Wall St. Rank hold NMCO as of Q4 2025.

Kennedy Investment Group reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Kennedy Investment Group sold 72,790 Nuveen Municipal Credit Opportunities Fund shares in Q4 2025, an estimated $790K.
Kennedy Investment Group first reported a position in Nuveen Municipal Credit Opportunities Fund in Q4 2022 and held it in 12 quarters.
Kennedy Investment Group's Nuveen Municipal Credit Opportunities Fund position peaked at $2.19M in Q1 2023.
74 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q4 2025.

Based on Kennedy Investment Group's 13F filing for Q4 2025, filed 6 Feb 2026.