MWA
MCO icon

Medallion Wealth Advisors’s Moody's MCO Stock Holding History

Medallion Wealth Advisors’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 		$6.54K Buy
+15
New +$7.1K ﹤0.01% 831

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

Medallion Wealth Advisors's MCO Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in Moody's (MCO) in Q1 2026: 15 shares worth $6.54K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings.

1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Medallion Wealth Advisors held 15 shares of Moody's worth $6.54K as of Q1 2026.
  • Moody's was a new Medallion Wealth Advisors position in Q1 2026.
  • Moody's made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #831 holding.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.