RWM
MCO icon

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

Ritholtz 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 		$4.53M Buy
9,995
+647
+7% +$291K 0.07% 206
2026
Q1 		$4.08M Buy
9,348
+104
+1% +$49.2K 0.07% 203
2025
Q4 		$4.72M Buy
9,244
+42
+0.5% +$20.5K 0.09% 155
2025
Q3 		$4.38M Buy
9,202
+6,317
+219% +$3.18M 0.09% 151
2025
Q2 		$1.45M Buy
2,885
+433
+18% +$201K 0.03% 372
2025
Q1 		$1.14M Buy
2,452
+432
+21% +$208K 0.03% 371
2024
Q4 		$956K Buy
2,020
+87
+5% +$41.5K 0.03% 370
2024
Q3 		$917K Buy
1,933
+74
+4% +$34.3K 0.03% 391
2024
Q2 		$783K Buy
1,859
+74
+4% +$29.4K 0.03% 414
2024
Q1 		$702K Buy
1,785
+36
+2% +$13.9K 0.02% 451
2023
Q4 		$683K Buy
1,749
+60
+4% +$20.9K 0.03% 416
2023
Q3 		$534K Sell
1,689
-2
-0.1% -$680 0.02% 440
2023
Q2 		$588K Sell
1,691
-4
-0.2% -$1.27K 0.03% 394
2023
Q1 		$519K Buy
+1,695
New +$512K 0.03% 390
2022
Q4 		– Sell
-20,368
Closed -$4.95M – 675
2022
Q3 		$4.95M Buy
20,368
+3,696
+22% +$1.07M 0.26% 48
2022
Q2 		$4.53M Buy
+16,672
New +$4.99M 0.29% 40

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

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

Ritholtz Wealth Management increased its Moody's (MCO) stake by 6.9% in Q2 2026, buying an estimated $291K and bringing the position to 9,995 shares worth $4.53M. The position accounts for 0.07% of the portfolio, ranked #206.

Ritholtz Wealth Management first reported a position in MCO in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.95M in Q3 2022. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Ritholtz Wealth Management held 9,995 shares of Moody's worth $4.53M as of Q2 2026.
  • Ritholtz Wealth Management bought 647 Moody's shares in Q2 2026, an estimated $291K.
  • Moody's made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Ritholtz Wealth Management first reported a position in Moody's in Q2 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Moody's position peaked at $4.95M in Q3 2022.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.