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

Quaker 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
Q2 		– Sell
-6
Closed -$2.79K – 1360
2025
Q1 		$2.79K Buy
+6
New +$2.89K ﹤0.01% 378

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Quaker Wealth Management's MCO Position: Q1 2026 in Review

Quaker Wealth Management held its Moody's (MCO) position steady in Q1 2026 at 2 shares worth $873. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Quaker Wealth Management first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.01K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Quaker Wealth Management held 2 shares of Moody's worth $873 as of Q1 2026.
  • Quaker Wealth Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #565 holding.
  • Quaker Wealth Management first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Moody's position peaked at $2.01K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.