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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

MASECO Private Wealth's MCO Position: Q1 2026 in Review

MASECO Private Wealth held its Moody's (MCO) position steady in Q1 2026 at 690 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #94.

MASECO Private Wealth first reported a position in MCO in Q2 2025 and has held it in 3 quarters since. The position peaked at $353K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • MASECO Private Wealth held 690 shares of Moody's worth $301K as of Q1 2026.
  • MASECO Private Wealth left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #94 holding.
  • MASECO Private Wealth first reported a position in Moody's in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Moody's position peaked at $353K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.