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Premier Path Wealth Partners’s Moody's MCO Stock Holding History

Premier Path 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 		$975K Buy
2,152
+203
+10% +$91.2K 0.11% 173
2026
Q1 		$850K Buy
1,949
+890
+84% +$421K 0.11% 178
2025
Q4 		$541K Buy
1,059
+272
+35% +$133K 0.07% 242
2025
Q3 		$375K Buy
787
+43
+6% +$21.7K 0.05% 301
2025
Q2 		$373K Buy
744
+300
+68% +$139K 0.05% 286
2025
Q1 		$207K Buy
+444
New +$214K 0.03% 362

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

Premier Path Wealth Partners's MCO Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Moody's (MCO) stake by 10% in Q2 2026, buying an estimated $91.2K and bringing the position to 2,152 shares worth $975K. The position accounts for 0.11% of the portfolio, ranked #173.

Premier Path Wealth Partners first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Premier Path Wealth Partners held 2,152 shares of Moody's worth $975K as of Q2 2026.
  • Premier Path Wealth Partners bought 203 Moody's shares in Q2 2026, an estimated $91.2K.
  • Moody's made up 0.11% of Premier Path Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Premier Path Wealth Partners first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.