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 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 $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Quotient Wealth Partners's MCO Position: Q1 2026 in Review

Quotient Wealth Partners increased its Moody's (MCO) stake by 0.73% in Q1 2026, buying an estimated $2.37K and bringing the position to 692 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #286.

Quotient Wealth Partners first reported a position in MCO in Q4 2023 and has held it in 9 quarters since. The position peaked at $351K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Quotient Wealth Partners held 692 shares of Moody's worth $302K as of Q1 2026.
Quotient Wealth Partners bought 5 Moody's shares in Q1 2026, an estimated $2.37K.
Moody's made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #286 holding.
Quotient Wealth Partners first reported a position in Moody's in Q4 2023 and has held it in 9 quarters since.
Quotient Wealth Partners's Moody's position peaked at $351K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.