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MPWM Advisory Solutions’s Moody's MCO Stock Holding History

MPWM Advisory Solutions’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 		$3.62K Hold
8
– – ﹤0.01% 443
2026
Q1 		$3.49K Hold
8
– – ﹤0.01% 433
2025
Q4 		$4.09K Hold
8
– – ﹤0.01% 401
2025
Q3 		$3.81K Hold
8
– – ﹤0.01% 374
2025
Q2 		$4.01K Hold
8
– – ﹤0.01% 380
2025
Q1 		$3.73K Hold
8
– – ﹤0.01% 400
2024
Q4 		$3.79K Buy
+8
New +$3.82K ﹤0.01% 405

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

MPWM Advisory Solutions's MCO Position: Q2 2026 in Review

MPWM Advisory Solutions held its Moody's (MCO) position steady in Q2 2026 at 8 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

MPWM Advisory Solutions first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • MPWM Advisory Solutions held 8 shares of Moody's worth $3.62K as of Q2 2026.
  • MPWM Advisory Solutions left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #443 holding.
  • MPWM Advisory Solutions first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Moody's position peaked at $4.09K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.