MASECO Private Wealth’s Moody's MCO Stock Holding History

MASECO Private Wealth’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	$313K	Hold	690	–	–	0.01%	102
2026 Q1	$301K	Hold	690	–	–	0.01%	94
2025 Q4	$353K	Buy	+690	New	+$337K	0.02%	75
2025 Q3	–	Sell	-553	Closed	-$277K	–	412
2025 Q2	$277K	Buy	+553	New	+$256K	0.01%	92

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

MASECO Private Wealth's MCO Position: Q2 2026 in Review

MASECO Private Wealth held its Moody's (MCO) position steady in Q2 2026 at 690 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #102.

MASECO Private Wealth first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $353K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

MASECO Private Wealth held 690 shares of Moody's worth $313K as of Q2 2026.
MASECO Private Wealth left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #102 holding.
MASECO Private Wealth first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's Moody's position peaked at $353K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.