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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
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 $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

Marks Group Wealth Management's MCO Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 10,989 shares — an estimated $5.61M sold.

Marks Group Wealth Management first reported a position in MCO in Q4 2019 and held it in 25 quarters. The position peaked at $14.2M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Marks Group Wealth Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,989 Moody's shares in Q1 2026, an estimated $5.61M.
  • Marks Group Wealth Management first reported a position in Moody's in Q4 2019 and held it in 25 quarters.
  • Marks Group Wealth Management's Moody's position peaked at $14.2M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.