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

Mosley 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 		$453 Buy
+1
New +$449 ﹤0.01% 646

Other funds holding MCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Mosley Wealth Management opened a new position in Moody's (MCO) in Q2 2026: 1 share worth $453. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings.

773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Mosley Wealth Management held 1 share of Moody's worth $453 as of Q2 2026.
  • Moody's was a new Mosley Wealth Management position in Q2 2026.
  • Moody's made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #646 holding.
  • 773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.