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

Opes 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 		$615K Hold
1,410
– – 0.1% 86
2025
Q4 		$720K Hold
1,410
– – 0.12% 84
2025
Q3 		$672K Hold
1,410
– – 0.12% 81
2025
Q2 		$707K Sell
1,410
-4
-0.3% -$1.85K 0.13% 83
2025
Q1 		$659K Buy
+1,414
New +$681K 0.13% 78

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

Opes Wealth Management's MCO Position: Q1 2026 in Review

Opes Wealth Management held its Moody's (MCO) position steady in Q1 2026 at 1,410 shares worth $615K. The position accounts for 0.1% of the portfolio, ranked #86.

Opes Wealth Management first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $720K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Opes Wealth Management held 1,410 shares of Moody's worth $615K as of Q1 2026.
  • Opes Wealth Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.1% of Opes Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Opes Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • Opes Wealth Management's Moody's position peaked at $720K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.