RWA Wealth Partners’s Moody's MCO Stock Holding History

RWA 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 Q2	$1.1M	Sell	2,421 -8	-0.3%	-$3.59K	0.01%	336
2026 Q1	$1.06M	Buy	2,429 +10	+0.4%	+$4.73K	0.01%	336
2025 Q4	$1.24M	Buy	2,419 +179	+8%	+$87.3K	0.01%	324
2025 Q3	$1.07M	Hold	2,240	–	–	0.01%	340
2025 Q2	$1.12M	Hold	2,240	–	–	0.01%	309
2025 Q1	$1.04M	Sell	2,240 -101	-4%	-$48.7K	0.01%	317
2024 Q4	$1.11M	Sell	2,341 -122	-5%	-$58.2K	0.01%	306
2024 Q3	$1.17M	Buy	2,463 +30	+1%	+$13.9K	0.01%	305
2024 Q2	$1.02M	Hold	2,433	–	–	0.01%	296
2024 Q1	$956K	Sell	2,433 -117	-5%	-$45.1K	0.01%	310
2023 Q4	$996K	Buy	+2,550	New	+$886K	0.01%	291
2018 Q3	–	Sell	-13	Closed	-$2K	–	515
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	751
2018 Q1	$2K	Buy	+13	New	+$2.1K	﹤0.01%	553

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

RWA Wealth Partners's MCO Position: Q2 2026 in Review

RWA Wealth Partners reduced its Moody's (MCO) stake by 0.33% in Q2 2026, selling an estimated $3.59K and leaving 2,421 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #336.

RWA Wealth Partners first reported a position in MCO in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

RWA Wealth Partners held 2,421 shares of Moody's worth $1.1M as of Q2 2026.
RWA Wealth Partners sold 8 Moody's shares in Q2 2026, an estimated $3.59K.
Moody's made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #336 holding.
RWA Wealth Partners first reported a position in Moody's in Q1 2018 and has held it in 13 quarters since.
RWA Wealth Partners's Moody's position peaked at $1.24M in Q4 2025.
1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.