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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
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

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

Marks Group Wealth Management's MCO Position: Q2 2026 in Review

Marks Group Wealth Management opened a new position in Moody's (MCO) in Q2 2026: 608 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings. This is a return to the name: Marks Group Wealth Management previously reported a position in MCO as recently as Q4 2025.

Marks Group Wealth Management first reported a position in MCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.2M in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Marks Group Wealth Management held 608 shares of Moody's worth $275K as of Q2 2026.
  • Moody's was a new Marks Group Wealth Management position in Q2 2026.
  • Moody's made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Marks Group Wealth Management first reported a position in Moody's in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Moody's position peaked at $14.2M in Q2 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.