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QTR Family Wealth’s Moody's MCO Stock Holding History

QTR Family Wealth’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 		$214K Buy
+473
New +$212K 0.07% 309

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

QTR Family Wealth's MCO Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Moody's (MCO) in Q2 2026: 473 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #309 among its holdings.

1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • QTR Family Wealth held 473 shares of Moody's worth $214K as of Q2 2026.
  • Moody's was a new QTR Family Wealth position in Q2 2026.
  • Moody's made up 0.07% of QTR Family Wealth's portfolio in Q2 2026, its #309 holding.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.