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

Prosperity 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
2025
Q4 		$273K Hold
535
– – 0.09% 203
2025
Q3 		$255K Buy
535
+2
+0.4% +$1.01K 0.09% 205
2025
Q2 		$267K Hold
533
– – 0.1% 191
2025
Q1 		$248K Hold
533
– – 0.12% 176
2024
Q4 		$252K Hold
533
– – 0.1% 171
2024
Q3 		$253K Hold
533
– – 0.1% 156
2024
Q2 		$224K Hold
533
– – 0.11% 157
2024
Q1 		$209K Hold
533
– – 0.1% 143
2023
Q4 		$208K Buy
+533
New +$185K 0.14% 126

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prosperity Wealth Management's MCO Position: Q4 2025 in Review

Prosperity Wealth Management held its Moody's (MCO) position steady in Q4 2025 at 535 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #203.

Prosperity Wealth Management first reported a position in MCO in Q4 2023 and has held it in 9 quarters since. 1,422 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Prosperity Wealth Management held 535 shares of Moody's worth $273K as of Q4 2025.
  • Prosperity Wealth Management left its Moody's share count unchanged in Q4 2025.
  • Moody's made up 0.09% of Prosperity Wealth Management's portfolio in Q4 2025, its #203 holding.
  • Prosperity Wealth Management first reported a position in Moody's in Q4 2023 and has held it in 9 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.