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

Peck 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 		$181K Sell
400
-100
-20% -$44.9K 0.15% 79
2026
Q1 		$218K Hold
500
– – 0.22% 70
2025
Q4 		$255K Hold
500
– – 0.24% 64
2025
Q3 		$238K Buy
+500
New +$252K 0.23% 67

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 $3.37T AUM 44.26% 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

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

Peck Wealth Management reduced its Moody's (MCO) stake by 20% in Q2 2026, selling an estimated $44.9K and leaving 400 shares worth $181K. The position accounts for 0.15% of the portfolio, ranked #79.

Peck Wealth Management first reported a position in MCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q4 2025. 1,397 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Peck Wealth Management held 400 shares of Moody's worth $181K as of Q2 2026.
  • Peck Wealth Management sold 100 Moody's shares in Q2 2026, an estimated $44.9K.
  • Moody's made up 0.15% of Peck Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Peck Wealth Management first reported a position in Moody's in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's Moody's position peaked at $255K in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.