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Kestra Private Wealth Services’s Moody's MCO Stock Holding History

Kestra Private Wealth Services’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 		$2.85M Sell
6,301
-139
-2% -$62.4K 0.03% 485
2026
Q1 		$2.81M Buy
6,440
+22
+0.3% +$10.4K 0.03% 457
2025
Q4 		$3.28M Sell
6,418
-311
-5% -$152K 0.04% 399
2025
Q3 		$3.21M Sell
6,729
-72
-1% -$36.3K 0.04% 405
2025
Q2 		$3.41M Buy
6,801
+1
+0% +$463 0.05% 362
2025
Q1 		$3.17M Sell
6,800
-200
-3% -$96.4K 0.05% 349
2024
Q4 		$3.31M Buy
7,000
+57
+0.8% +$27.2K 0.06% 317
2024
Q3 		$3.3M Sell
6,943
-215
-3% -$99.6K 0.06% 307
2024
Q2 		$3.01M Buy
7,158
+95
+1% +$37.8K 0.06% 299
2024
Q1 		$2.78M Sell
7,063
-45
-0.6% -$17.4K 0.06% 300
2023
Q4 		$2.78M Buy
7,108
+195
+3% +$67.8K 0.07% 284
2023
Q3 		$2.19M Buy
6,913
+21
+0.3% +$7.14K 0.07% 290
2023
Q2 		$2.4M Sell
6,892
-1
-0% -$317 0.08% 261
2023
Q1 		$2.11M Sell
6,893
-1,976
-22% -$597K 0.08% 260
2022
Q4 		$2.47M Sell
8,869
-671
-7% -$184K 0.13% 190
2022
Q3 		$2.32M Buy
9,540
+133
+1% +$38.6K 0.13% 180
2022
Q2 		$2.56M Buy
9,407
+2,505
+36% +$749K 0.15% 168
2022
Q1 		$2.33M Buy
6,902
+5,931
+611% +$1.99M 0.12% 196
2021
Q4 		$379K Buy
971
+119
+14% +$45.9K 0.02% 677
2021
Q3 		$302K Sell
852
-21
-2% -$7.91K 0.02% 705
2021
Q2 		$316K Buy
873
+2
+0.2% +$666 0.02% 657
2021
Q1 		$260K Buy
871
+122
+16% +$34.4K 0.02% 645
2020
Q4 		$214K Buy
+749
New +$209K 0.02% 650

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's MCO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Moody's (MCO) stake by 2.2% in Q2 2026, selling an estimated $62.4K and leaving 6,301 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #485.

Kestra Private Wealth Services first reported a position in MCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.41M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Kestra Private Wealth Services held 6,301 shares of Moody's worth $2.85M as of Q2 2026.
  • Kestra Private Wealth Services sold 139 Moody's shares in Q2 2026, an estimated $62.4K.
  • Moody's made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #485 holding.
  • Kestra Private Wealth Services first reported a position in Moody's in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Moody's position peaked at $3.41M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.