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Mowery & Schoenfeld Wealth Management’s Moody's MCO Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-3
Closed -$1.53K – 440
2025
Q4 		$1.53K Buy
+3
New +$1.46K ﹤0.01% 415
2025
Q3 		– Sell
-1
Closed -$502 – 395
2025
Q2 		$502 Hold
1
– – ﹤0.01% 378
2025
Q1 		$466 Hold
1
– – ﹤0.01% 438
2024
Q4 		$474 Buy
+1
New +$477 ﹤0.01% 469

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

Mowery & Schoenfeld Wealth Management's MCO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 3 shares — an estimated $1.53K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MCO in Q4 2024 and held it in 4 quarters. The position peaked at $1.53K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 3 Moody's shares in Q1 2026, an estimated $1.53K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Moody's in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Moody's position peaked at $1.53K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.