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Meridian Wealth Management’s Moody's MCO Stock Holding History

Meridian 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 		$601K Buy
1,377
+163
+13% +$77.1K 0.02% 471
2025
Q4 		$620K Buy
1,214
+96
+9% +$46.8K 0.02% 453
2025
Q3 		$533K Buy
1,118
+159
+17% +$80.2K 0.02% 456
2025
Q2 		$481K Buy
959
+219
+30% +$101K 0.02% 448
2025
Q1 		$344K Buy
740
+115
+18% +$55.4K 0.02% 492
2024
Q4 		$296K Buy
625
+183
+41% +$87.3K 0.01% 519
2024
Q3 		$210K Buy
+442
New +$205K 0.01% 599

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

Meridian Wealth Management's MCO Position: Q1 2026 in Review

Meridian Wealth Management increased its Moody's (MCO) stake by 13% in Q1 2026, buying an estimated $77.1K and bringing the position to 1,377 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #471.

Meridian Wealth Management first reported a position in MCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $620K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Meridian Wealth Management held 1,377 shares of Moody's worth $601K as of Q1 2026.
  • Meridian Wealth Management bought 163 Moody's shares in Q1 2026, an estimated $77.1K.
  • Moody's made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #471 holding.
  • Meridian Wealth Management first reported a position in Moody's in Q3 2024 and has held it in 7 quarters since.
  • Meridian Wealth Management's Moody's position peaked at $620K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.