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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
Q2 		$115K Buy
253
+189
+295% +$84.9K 0.02% 233
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rialto Wealth Management's MCO Position: Q2 2026 in Review

Rialto Wealth Management increased its Moody's (MCO) stake by 295% in Q2 2026, buying an estimated $84.9K and bringing the position to 253 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #233.

Rialto Wealth Management first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Rialto Wealth Management held 253 shares of Moody's worth $115K as of Q2 2026.
  • Rialto Wealth Management bought 189 Moody's shares in Q2 2026, an estimated $84.9K.
  • Moody's made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Rialto Wealth Management first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.