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

Nicola 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	$11.4M	Hold	25,100	–	–	1.31%	37
2026 Q1	$10.9M	Buy	+25,100	New	+$11.9M	1.31%	40

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Nicola Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 25,100 shares worth $11.4M. The position accounts for 1.31% of the portfolio, ranked #37.

Nicola Wealth Management first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Nicola Wealth Management held 25,100 shares of Moody's worth $11.4M as of Q2 2026.
Nicola Wealth Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 1.31% of Nicola Wealth Management's portfolio in Q2 2026, its #37 holding.
Nicola Wealth Management first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.