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

Strategic 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 		$3.62K Sell
8
-2
-20% -$898 ﹤0.01% 1113
2026
Q1 		$4.32K Buy
10
+2
+25% +$946 ﹤0.01% 1058
2025
Q4 		$4.09K Hold
8
– – ﹤0.01% 1093
2025
Q3 		$3.81K Hold
8
– – ﹤0.01% 1081
2025
Q2 		$4.01K Buy
+8
New +$3.71K ﹤0.01% 924
2022
Q2 		– Sell
-749
Closed -$253K – 264
2022
Q1 		$253K Buy
+749
New +$252K 0.05% 230

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

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

Strategic Wealth Partners reduced its Moody's (MCO) stake by 20% in Q2 2026, selling an estimated $898 and leaving 8 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Strategic Wealth Partners first reported a position in MCO in Q1 2022 and has held it in 6 quarters since. The position peaked at $253K in Q1 2022. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Strategic Wealth Partners held 8 shares of Moody's worth $3.62K as of Q2 2026.
  • Strategic Wealth Partners sold 2 Moody's shares in Q2 2026, an estimated $898.
  • Moody's made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1113 holding.
  • Strategic Wealth Partners first reported a position in Moody's in Q1 2022 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Moody's position peaked at $253K in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.