Marks Group Wealth Management
MCO icon

Marks Group Wealth Management’s Moody's MCO Stock Holding History

Marks Group 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
Q3 		$325K Buy
716
+108
+18% +$52.4K 0.03% 311
2026
Q2 		$275K Buy
+608
New +$273K 0.02% 323
2026
Q1 		– Sell
-10,989
Closed -$5.61M – 352
2025
Q4 		$5.61M Sell
10,989
-15,602
-59% -$7.61M 0.54% 71
2025
Q3 		$12.7M Sell
26,591
-1,773
-6% -$894K 1.18% 9
2025
Q2 		$14.2M Buy
28,364
+44
+0.2% +$20.4K 1.32% 10
2025
Q1 		$13.2M Buy
28,320
+414
+1% +$199K 1.27% 8
2024
Q4 		$13.2M Buy
27,906
+376
+1% +$179K 1.3% 11
2024
Q3 		$13.1M Sell
27,530
-329
-1% -$152K 1.25% 11
2024
Q2 		$11.7M Buy
27,859
+533
+2% +$212K 1.24% 11
2024
Q1 		$10.7M Buy
27,326
+745
+3% +$287K 1.12% 12
2023
Q4 		$10.4M Buy
26,581
+163
+0.6% +$56.6K 1.18% 10
2023
Q3 		$8.35M Sell
26,418
-474
-2% -$161K 1.03% 13
2023
Q2 		$9.35M Sell
26,892
-176
-0.7% -$55.8K 1.11% 10
2023
Q1 		$8.28M Sell
27,068
-12
-0% -$3.63K 1.06% 10
2022
Q4 		$7.55M Buy
27,080
+284
+1% +$77.7K 1.03% 13
2022
Q3 		$6.51M Buy
26,796
+5,483
+26% +$1.59M 0.99% 18
2022
Q2 		$5.8M Buy
21,313
+876
+4% +$262K 0.84% 36
2022
Q1 		$6.9M Buy
20,437
+1,893
+10% +$637K 0.87% 31
2021
Q4 		$7.25M Buy
18,544
+506
+3% +$195K 0.88% 21
2021
Q3 		$6.41M Sell
18,038
-34
-0.2% -$12.8K 0.87% 27
2021
Q2 		$6.56M Buy
18,072
+109
+0.6% +$36.3K 0.9% 15
2021
Q1 		$5.36M Buy
17,963
+1,017
+6% +$286K 0.79% 51
2020
Q4 		$4.92M Buy
16,946
+1,277
+8% +$357K 0.77% 52
2020
Q3 		$4.54M Buy
15,669
+334
+2% +$95.3K 0.82% 49
2020
Q2 		$4.2M Sell
15,335
-2,103
-12% -$534K 0.85% 47
2020
Q1 		$3.68M Buy
17,438
+281
+2% +$68.3K 0.95% 35
2019
Q4 		$4.07M Buy
+17,157
New +$3.81M 0.8% 54

Other funds holding MCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Marks Group Wealth Management's MCO Position: Q3 2026 in Review

Marks Group Wealth Management increased its Moody's (MCO) stake by 18% in Q3 2026, buying an estimated $52.4K and bringing the position to 716 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #311.

Marks Group Wealth Management first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.2M in Q2 2025. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Marks Group Wealth Management held 716 shares of Moody's worth $325K as of Q3 2026.
  • Marks Group Wealth Management bought 108 Moody's shares in Q3 2026, an estimated $52.4K.
  • Moody's made up 0.03% of Marks Group Wealth Management's portfolio in Q3 2026, its #311 holding.
  • Marks Group Wealth Management first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Moody's position peaked at $14.2M in Q2 2025.
  • 1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.