McGlone Suttner Wealth Management’s Moody's MCO Stock Holding History

McGlone Suttner 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	$356K	Hold	815	–	–	0.05%	142
2025 Q4	$416K	Buy	815 +4	+0.5%	+$1.95K	0.06%	129
2025 Q3	$387K	Buy	811 +13	+2%	+$6.55K	0.05%	138
2025 Q2	$400K	Sell	798 -12	-1%	-$5.56K	0.06%	131
2025 Q1	$377K	Buy	810 +64	+9%	+$30.8K	0.06%	133
2024 Q4	$353K	Buy	746 +23	+3%	+$11K	0.06%	126
2024 Q3	$343K	Buy	723 +96	+15%	+$44.5K	0.07%	127
2024 Q2	$245K	Sell	627 -213	-25%	-$84.7K	0.05%	136
2024 Q1	$330K	Buy	840 +213	+34%	+$82.1K	0.06%	124
2023 Q4	$245K	Buy	+627	New	+$218K	0.05%	136

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

McGlone Suttner Wealth Management's MCO Position: Q1 2026 in Review

McGlone Suttner Wealth Management held its Moody's (MCO) position steady in Q1 2026 at 815 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #142.

McGlone Suttner Wealth Management first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

McGlone Suttner Wealth Management held 815 shares of Moody's worth $356K as of Q1 2026.
McGlone Suttner Wealth Management left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #142 holding.
McGlone Suttner Wealth Management first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
McGlone Suttner Wealth Management's Moody's position peaked at $416K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.