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

Kingsview 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 		$558K Sell
1,231
-169
-12% -$75.9K 0.01% 930
2026
Q1 		$611K Buy
1,400
+664
+90% +$314K 0.01% 834
2025
Q4 		$376K Sell
736
-68
-8% -$33.2K 0.01% 946
2025
Q3 		$383K Buy
804
+28
+4% +$14.1K 0.01% 886
2025
Q2 		$389K Sell
776
-112
-13% -$51.9K 0.01% 858
2025
Q1 		$414K Buy
888
+106
+14% +$51.1K 0.01% 788
2024
Q4 		$370K Buy
782
+60
+8% +$28.6K 0.01% 829
2024
Q3 		$343K Buy
722
+70
+11% +$32.4K 0.01% 839
2024
Q2 		$274K Buy
652
+124
+23% +$49.3K 0.01% 870
2024
Q1 		$208K Buy
+528
New +$204K 0.01% 955

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

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

Kingsview Wealth Management reduced its Moody's (MCO) stake by 12% in Q2 2026, selling an estimated $75.9K and leaving 1,231 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #930.

Kingsview Wealth Management first reported a position in MCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $611K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Kingsview Wealth Management held 1,231 shares of Moody's worth $558K as of Q2 2026.
  • Kingsview Wealth Management sold 169 Moody's shares in Q2 2026, an estimated $75.9K.
  • Moody's made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #930 holding.
  • Kingsview Wealth Management first reported a position in Moody's in Q1 2024 and has held it in 10 quarters since.
  • Kingsview Wealth Management's Moody's position peaked at $611K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.