Principle Wealth Partners’s Moody's MCO Stock Holding History

Principle 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	$245K	Hold	540	–	–	0.01%	361
2026 Q1	$236K	Buy	540 +5	+0.9%	+$2.37K	0.01%	343
2025 Q4	$273K	Buy	535 +4	+0.8%	+$1.95K	0.02%	331
2025 Q3	$253K	Hold	531	–	–	0.01%	331
2025 Q2	$266K	Buy	531 +1	+0.2%	+$463	0.02%	325
2025 Q1	$247K	Buy	530 +5	+1%	+$2.41K	0.02%	314
2024 Q4	$249K	Hold	525	–	–	0.02%	303
2024 Q3	$249K	Buy	+525	New	+$243K	0.02%	303
2020 Q3	–	Sell	-400	Closed	-$110K	–	316
2020 Q2	$110K	Buy	+400	New	+$102K	0.03%	198

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principle Wealth Partners's MCO Position: Q2 2026 in Review

Principle Wealth Partners held its Moody's (MCO) position steady in Q2 2026 at 540 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #361.

Principle Wealth Partners first reported a position in MCO in Q2 2020 and has held it in 9 quarters since. The position peaked at $273K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Principle Wealth Partners held 540 shares of Moody's worth $245K as of Q2 2026.
Principle Wealth Partners left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #361 holding.
Principle Wealth Partners first reported a position in Moody's in Q2 2020 and has held it in 9 quarters since.
Principle Wealth Partners's Moody's position peaked at $273K in Q4 2025.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.