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Legacy Capital Wealth Partners’s Moody's MCO Stock Holding History

Legacy Capital Wealth Partners’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 		$529K Buy
1,167
+8
+0.7% +$3.59K 0.1% 193
2026
Q1 		$506K Buy
1,159
+7
+0.6% +$3.31K 0.1% 208
2025
Q4 		$588K Sell
1,152
-3
-0.3% -$1.46K 0.13% 175
2025
Q3 		$550K Sell
1,155
-44
-4% -$22.2K 0.12% 185
2025
Q2 		$601K Sell
1,199
-32
-3% -$14.8K 0.14% 160
2025
Q1 		$573K Buy
1,231
+74
+6% +$35.7K 0.14% 153
2024
Q4 		$548K Sell
1,157
-45
-4% -$21.5K 0.14% 154
2024
Q3 		$570K Sell
1,202
-232
-16% -$108K 0.11% 170
2024
Q2 		$604K Buy
+1,434
New +$571K 0.15% 131
2024
Q1 		– Sell
-1,434
Closed -$560K – 248
2023
Q4 		$560K Sell
1,434
-78
-5% -$27.1K 0.16% 131
2023
Q3 		$478K Buy
+1,512
New +$514K 0.13% 150
2023
Q2 		– Sell
-1,507
Closed -$461K – 153
2023
Q1 		$461K Buy
+1,507
New +$455K 0.13% 141
2021
Q2 		– Sell
-925
Closed -$276K – 54
2021
Q1 		$276K Buy
925
+47
+5% +$13.2K 0.11% 64
2020
Q4 		$255K Buy
+878
New +$246K 0.11% 68

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

Legacy Capital Wealth Partners's MCO Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Moody's (MCO) stake by 0.69% in Q2 2026, buying an estimated $3.59K and bringing the position to 1,167 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #193.

Legacy Capital Wealth Partners first reported a position in MCO in Q4 2020 and has held it in 14 quarters since. The position peaked at $604K in Q2 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,167 shares of Moody's worth $529K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 8 Moody's shares in Q2 2026, an estimated $3.59K.
  • Moody's made up 0.1% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Legacy Capital Wealth Partners first reported a position in Moody's in Q4 2020 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's Moody's position peaked at $604K in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.