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Live Oak Private Wealth’s Moody's MCO Stock Holding History

Live Oak Private Wealth’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
Q1 		$5.15M Buy
11,799
+353
+3% +$167K 0.72% 50
2025
Q4 		$5.85M Sell
11,446
-125
-1% -$61K 0.8% 44
2025
Q3 		$5.51M Buy
11,571
+8
+0.1% +$4.03K 0.77% 50
2025
Q2 		$5.8M Buy
11,563
+360
+3% +$167K 0.87% 44
2025
Q1 		$5.22M Buy
11,203
+70
+0.6% +$33.7K 0.85% 46
2024
Q4 		$5.27M Sell
11,133
-355
-3% -$169K 0.89% 43
2024
Q3 		$5.45M Buy
11,488
+157
+1% +$72.8K 0.88% 46
2024
Q2 		$4.77M Buy
11,331
+112
+1% +$44.6K 0.82% 46
2024
Q1 		$4.41M Buy
11,219
+488
+5% +$188K 0.76% 49
2023
Q4 		$4.19M Buy
10,731
+419
+4% +$146K 0.79% 49
2023
Q3 		$3.26M Buy
10,312
+269
+3% +$91.5K 0.69% 48
2023
Q2 		$3.49M Buy
10,043
+1,269
+14% +$402K 0.7% 51
2023
Q1 		$2.69M Buy
8,774
+460
+6% +$139K 0.56% 53
2022
Q4 		$2.32M Buy
8,314
+487
+6% +$133K 0.48% 59
2022
Q3 		$1.9M Buy
7,827
+220
+3% +$63.9K 0.43% 61
2022
Q2 		$2.07M Buy
7,607
+1,850
+32% +$553K 0.44% 66
2022
Q1 		$1.94M Buy
5,757
+2,108
+58% +$709K 0.38% 67
2021
Q4 		$1.43M Buy
3,649
+74
+2% +$28.5K 0.27% 77
2021
Q3 		$1.27M Buy
3,575
+318
+10% +$120K 0.26% 80
2021
Q2 		$1.18M Buy
3,257
+96
+3% +$32K 0.26% 78
2021
Q1 		$944K Buy
3,161
+705
+29% +$199K 0.23% 82
2020
Q4 		$713K Buy
2,456
+402
+20% +$112K 0.2% 83
2020
Q3 		$595K Buy
2,054
+61
+3% +$17.4K 0.2% 81
2020
Q2 		$548K Buy
1,993
+70
+4% +$17.8K 0.2% 82
2020
Q1 		$407K Buy
1,923
+609
+46% +$148K 0.42% 43
2019
Q4 		$312K Buy
+1,314
New +$292K 0.3% 55

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Live Oak Private Wealth's MCO Position: Q1 2026 in Review

Live Oak Private Wealth increased its Moody's (MCO) stake by 3.1% in Q1 2026, buying an estimated $167K and bringing the position to 11,799 shares worth $5.15M. The position accounts for 0.72% of the portfolio, ranked #50.

Live Oak Private Wealth first reported a position in MCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.85M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Live Oak Private Wealth held 11,799 shares of Moody's worth $5.15M as of Q1 2026.
  • Live Oak Private Wealth bought 353 Moody's shares in Q1 2026, an estimated $167K.
  • Moody's made up 0.72% of Live Oak Private Wealth's portfolio in Q1 2026, its #50 holding.
  • Live Oak Private Wealth first reported a position in Moody's in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Moody's position peaked at $5.85M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.