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Simplicity Wealth’s Moody's MCO Stock Holding History

Simplicity Wealth’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 		$871K Buy
1,996
+89
+5% +$42.1K 0.05% 319
2025
Q4 		$974K Buy
1,907
+205
+12% +$100K 0.06% 285
2025
Q3 		$811K Sell
1,702
-2,332
-58% -$1.18M 0.05% 341
2025
Q2 		$2.02M Buy
+4,034
New +$1.87M 0.08% 214
2024
Q3 		– Sell
-3,388
Closed -$1.43M – 914
2024
Q2 		$1.43M Sell
3,388
-86
-2% -$34.2K 0.03% 427
2024
Q1 		$1.37M Buy
+3,474
New +$1.34M 0.03% 435

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

Simplicity Wealth's MCO Position: Q1 2026 in Review

Simplicity Wealth increased its Moody's (MCO) stake by 4.7% in Q1 2026, buying an estimated $42.1K and bringing the position to 1,996 shares worth $871K. The position accounts for 0.05% of the portfolio, ranked #319.

Simplicity Wealth first reported a position in MCO in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Simplicity Wealth held 1,996 shares of Moody's worth $871K as of Q1 2026.
  • Simplicity Wealth bought 89 Moody's shares in Q1 2026, an estimated $42.1K.
  • Moody's made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #319 holding.
  • Simplicity Wealth first reported a position in Moody's in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Moody's position peaked at $2.02M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.