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Pasadena Private Wealth’s Moody's MCO Stock Holding History

Pasadena Private Wealth’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 		$236K Buy
+520
New +$234K 0.03% 221
2026
Q1 		– Sell
-414
Closed -$211K – 288
2025
Q4 		$211K Buy
+414
New +$202K 0.03% 211

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pasadena Private Wealth's MCO Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Moody's (MCO) in Q2 2026: 520 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings. This is a return to the name: Pasadena Private Wealth previously reported a position in MCO as recently as Q4 2025.

Pasadena Private Wealth first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Pasadena Private Wealth held 520 shares of Moody's worth $236K as of Q2 2026.
  • Moody's was a new Pasadena Private Wealth position in Q2 2026.
  • Moody's made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #221 holding.
  • Pasadena Private Wealth first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.