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

Rialto 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
2026
Q1 		$27.9K Buy
64
+40
+167% +$18.9K 0.01% 340
2025
Q4 		$12.3K Sell
24
-2
-8% -$976 ﹤0.01% 427
2025
Q3 		$12.4K Buy
26
+1
+4% +$504 ﹤0.01% 405
2025
Q2 		$12.5K Buy
25
+1
+4% +$463 ﹤0.01% 398
2025
Q1 		$11.2K Buy
24
+4
+20% +$1.93K ﹤0.01% 398
2024
Q4 		$9.47K Buy
+20
New +$9.54K ﹤0.01% 401

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

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

Rialto Wealth Management increased its Moody's (MCO) stake by 167% in Q1 2026, buying an estimated $18.9K and bringing the position to 64 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #340.

Rialto Wealth Management first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Rialto Wealth Management held 64 shares of Moody's worth $27.9K as of Q1 2026.
  • Rialto Wealth Management bought 40 Moody's shares in Q1 2026, an estimated $18.9K.
  • Moody's made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #340 holding.
  • Rialto Wealth Management first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.