LWMI
MCO icon

Legacy Wealth Management (Idaho)’s Moody's MCO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-5
Closed -$2.18K – 633
2026
Q1 		$2.18K Hold
5
– – ﹤0.01% 763
2025
Q4 		$2.56K Buy
+5
New +$2.44K ﹤0.01% 636
2025
Q2 		– Sell
-20
Closed -$9.4K – 828
2025
Q1 		$9.4K Buy
+20
New +$9.64K 0.01% 337

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

Legacy Wealth Management (Idaho)'s MCO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Moody's (MCO) in Q2 2026, closing a stake of 5 shares — an estimated $2.18K sold.

Legacy Wealth Management (Idaho) first reported a position in MCO in Q1 2025 and held it in 3 quarters. The position peaked at $9.4K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 Moody's shares in Q2 2026, an estimated $2.18K.
  • Legacy Wealth Management (Idaho) first reported a position in Moody's in Q1 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Moody's position peaked at $9.4K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.