Resolute Wealth Strategies’s Moody's MCO Stock Holding History

Resolute Wealth Strategies’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	$319K	Buy	704 +81	+13%	+$36.4K	0.12%	99
2026 Q1	$272K	Buy	623 +23	+4%	+$10.9K	0.12%	94
2025 Q4	$307K	Hold	600	–	–	0.13%	84
2025 Q3	$286K	Hold	600	–	–	0.13%	89
2025 Q2	$301K	Hold	600	–	–	0.16%	88
2025 Q1	$279K	Hold	600	–	–	0.16%	85
2024 Q4	$284K	Hold	600	–	–	0.15%	82
2024 Q3	$285K	Hold	600	–	–	0.15%	81
2024 Q2	$253K	Hold	600	–	–	0.15%	80
2024 Q1	$236K	Hold	600	–	–	0.14%	85
2023 Q4	$234K	Buy	+600	New	+$209K	0.16%	83
2023 Q3	–	Sell	-600	Closed	-$209K	–	89
2023 Q2	$209K	Buy	+600	New	+$190K	0.16%	87

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

Resolute Wealth Strategies's MCO Position: Q2 2026 in Review

Resolute Wealth Strategies increased its Moody's (MCO) stake by 13% in Q2 2026, buying an estimated $36.4K and bringing the position to 704 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #99.

Resolute Wealth Strategies first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Resolute Wealth Strategies held 704 shares of Moody's worth $319K as of Q2 2026.
Resolute Wealth Strategies bought 81 Moody's shares in Q2 2026, an estimated $36.4K.
Moody's made up 0.12% of Resolute Wealth Strategies's portfolio in Q2 2026, its #99 holding.
Resolute Wealth Strategies first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.