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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
Q2 		$5.13M Sell
11,330
-469
-4% -$211K 0.64% 53
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 $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

Live Oak Private Wealth's MCO Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Moody's (MCO) stake by 4% in Q2 2026, selling an estimated $211K and leaving 11,330 shares worth $5.13M. The position accounts for 0.64% of the portfolio, ranked #53.

Live Oak Private Wealth first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.85M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Live Oak Private Wealth held 11,330 shares of Moody's worth $5.13M as of Q2 2026.
  • Live Oak Private Wealth sold 469 Moody's shares in Q2 2026, an estimated $211K.
  • Moody's made up 0.64% of Live Oak Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Live Oak Private Wealth first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Moody's position peaked at $5.85M in Q4 2025.
  • 1,410 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.