MAS
MCO icon

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
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 $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

MPWM Advisory Solutions's MCO Position: Q1 2026 in Review

MPWM Advisory Solutions held its Moody's (MCO) position steady in Q1 2026 at 8 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

MPWM Advisory Solutions first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.09K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • MPWM Advisory Solutions held 8 shares of Moody's worth $3.49K as of Q1 2026.
  • MPWM Advisory Solutions left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #433 holding.
  • MPWM Advisory Solutions first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Moody's position peaked at $4.09K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.