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Private Wealth Management Group’s Moody's MCO Stock Holding History

Private Wealth Management Group’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 		$17.8K Hold
39
– – ﹤0.01% 419
2026
Q1 		$17.1K Hold
39
– – ﹤0.01% 374
2025
Q4 		$20K Hold
39
– – 0.01% 326
2025
Q3 		$18.7K Hold
39
– – 0.01% 351
2025
Q2 		$19.6K Hold
39
– – 0.01% 307
2025
Q1 		$18.2K Hold
39
– – 0.01% 318
2024
Q4 		$18.5K Hold
39
– – 0.01% 317
2024
Q3 		$18.6K Buy
39
+1
+3% +$463 0.01% 306
2024
Q2 		$16K Hold
38
– – 0.01% 325
2024
Q1 		$15K Buy
38
+6
+19% +$2.31K 0.01% 327
2023
Q4 		$12.5K Buy
+32
New +$11.1K 0.01% 360

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

Private Wealth Management Group's MCO Position: Q2 2026 in Review

Private Wealth Management Group held its Moody's (MCO) position steady in Q2 2026 at 39 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Private Wealth Management Group first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $20K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Private Wealth Management Group held 39 shares of Moody's worth $17.8K as of Q2 2026.
  • Private Wealth Management Group left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #419 holding.
  • Private Wealth Management Group first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Moody's position peaked at $20K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.