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

Parkworth 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
2025
Q2 		$2.01K Buy
4
+2
+100% +$926 ﹤0.01% 271
2025
Q1 		$931 Hold
2
– – ﹤0.01% 276
2024
Q4 		$947 Buy
+2
New +$955 ﹤0.01% 291

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's MCO Position: Q2 2025 in Review

Parkworth Wealth Management increased its Moody's (MCO) stake by 100% in Q2 2025, buying an estimated $926 and bringing the position to 4 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Parkworth Wealth Management first reported a position in MCO in Q4 2024 and has held it in 3 quarters since. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Moody's worth $2.01K as of Q2 2025.
  • Parkworth Wealth Management bought 2 Moody's shares in Q2 2025, an estimated $926.
  • Moody's made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #271 holding.
  • Parkworth Wealth Management first reported a position in Moody's in Q4 2024 and has held it in 3 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.