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

Quotient 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	$335K	Buy	740 +48	+7%	+$21.6K	0.01%	283
2026 Q1	$302K	Buy	692 +5	+0.7%	+$2.37K	0.01%	286
2025 Q4	$351K	Buy	687 +2	+0.3%	+$976	0.01%	252
2025 Q3	$326K	Buy	685 +1	+0.1%	+$504	0.01%	256
2025 Q2	$343K	Buy	684 +89	+15%	+$41.2K	0.01%	247
2025 Q1	$277K	Sell	595 -23	-4%	-$11.1K	0.01%	269
2024 Q4	$293K	Buy	618 +26	+4%	+$12.4K	0.01%	250
2024 Q3	$281K	Buy	592 +74	+14%	+$34.3K	0.01%	259
2024 Q2	$218K	Buy	+518	New	+$206K	0.01%	290
2024 Q1	–	Sell	-517	Closed	-$202K	–	307
2023 Q4	$202K	Buy	+517	New	+$180K	0.01%	275

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

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

Quotient Wealth Partners increased its Moody's (MCO) stake by 6.9% in Q2 2026, buying an estimated $21.6K and bringing the position to 740 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #283.

Quotient Wealth Partners first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $351K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Quotient Wealth Partners held 740 shares of Moody's worth $335K as of Q2 2026.
Quotient Wealth Partners bought 48 Moody's shares in Q2 2026, an estimated $21.6K.
Moody's made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #283 holding.
Quotient Wealth Partners first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Moody's position peaked at $351K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.