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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
Q2 		$715K Buy
1,579
+202
+15% +$90.7K 0.02% 460
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meridian Wealth Management's MCO Position: Q2 2026 in Review

Meridian Wealth Management increased its Moody's (MCO) stake by 15% in Q2 2026, buying an estimated $90.7K and bringing the position to 1,579 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #460.

Meridian Wealth Management first reported a position in MCO in Q3 2024 and has held it in 8 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Meridian Wealth Management held 1,579 shares of Moody's worth $715K as of Q2 2026.
  • Meridian Wealth Management bought 202 Moody's shares in Q2 2026, an estimated $90.7K.
  • Moody's made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Meridian Wealth Management first reported a position in Moody's in Q3 2024 and has held it in 8 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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