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

Mascoma 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 		$2.18K Buy
5
+2
+67% +$946 ﹤0.01% 415
2025
Q4 		$1.53K Buy
+3
New +$1.46K ﹤0.01% 428

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

Mascoma Wealth Management's MCO Position: Q1 2026 in Review

Mascoma Wealth Management increased its Moody's (MCO) stake by 67% in Q1 2026, buying an estimated $946 and bringing the position to 5 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Mascoma Wealth Management first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Mascoma Wealth Management held 5 shares of Moody's worth $2.18K as of Q1 2026.
  • Mascoma Wealth Management bought 2 Moody's shares in Q1 2026, an estimated $946.
  • Moody's made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #415 holding.
  • Mascoma Wealth Management first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.