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

Lodestone 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 		$3.62K Hold
8
– – ﹤0.01% 631
2026
Q1 		$3.49K Sell
8
-1
-11% -$473 ﹤0.01% 623
2025
Q4 		$4.6K Buy
+9
New +$4.39K ﹤0.01% 597

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

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

Lodestone Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 8 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Lodestone Wealth Management first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.6K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Lodestone Wealth Management held 8 shares of Moody's worth $3.62K as of Q2 2026.
  • Lodestone Wealth Management left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #631 holding.
  • Lodestone Wealth Management first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Moody's position peaked at $4.6K in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.