MWM
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Modern Wealth Management’s Moody's MCO Stock Holding History

Modern 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 		$257K Buy
+568
New +$255K ﹤0.01% 937

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

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

Modern Wealth Management opened a new position in Moody's (MCO) in Q2 2026: 568 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Modern Wealth Management held 568 shares of Moody's worth $257K as of Q2 2026.
  • Moody's was a new Modern Wealth Management position in Q2 2026.
  • Moody's made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #937 holding.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.