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

MOKAN 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 		– Sell
-1,612
Closed -$703K – 113
2026
Q1 		$703K Sell
1,612
-1,157
-42% -$547K 0.31% 57
2025
Q4 		$1.41M Buy
+2,769
New +$1.35M 0.63% 39

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

MOKAN Wealth Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 1,612 shares — an estimated $703K sold.

MOKAN Wealth Management first reported a position in MCO in Q4 2025 and held it in 2 quarters. The position peaked at $1.41M in Q4 2025. 555 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 1,612 Moody's shares in Q2 2026, an estimated $703K.
  • MOKAN Wealth Management first reported a position in Moody's in Q4 2025 and held it in 2 quarters.
  • MOKAN Wealth Management's Moody's position peaked at $1.41M in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.