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 Q2	$2.27K	Hold	5	–	–	﹤0.01%	441
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Mascoma Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 5 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Mascoma Wealth Management first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Mascoma Wealth Management held 5 shares of Moody's worth $2.27K as of Q2 2026.
Mascoma Wealth Management left its Moody's share count unchanged in Q2 2026.
Moody's made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #441 holding.
Mascoma Wealth Management first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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