Obermeyer Wealth Partners’s Moody's MCO Stock Holding History

Obermeyer Wealth Partners’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	$24.8M	Buy	54,772 +324	+0.6%	+$146K	1.01%	26
2026 Q1	$23.8M	Buy	+54,448	New	+$25.8M	1.09%	28

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

Obermeyer Wealth Partners's MCO Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Moody's (MCO) stake by 0.6% in Q2 2026, buying an estimated $146K and bringing the position to 54,772 shares worth $24.8M. The position accounts for 1.01% of the portfolio, ranked #26.

Obermeyer Wealth Partners 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.

Obermeyer Wealth Partners held 54,772 shares of Moody's worth $24.8M as of Q2 2026.
Obermeyer Wealth Partners bought 324 Moody's shares in Q2 2026, an estimated $146K.
Moody's made up 1.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #26 holding.
Obermeyer Wealth Partners 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 Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.