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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
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 $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

Strategic Wealth Partners's MCO Position: Q1 2026 in Review

Strategic Wealth Partners increased its Moody's (MCO) stake by 25% in Q1 2026, buying an estimated $946 and bringing the position to 10 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Strategic Wealth Partners first reported a position in MCO in Q1 2022 and has held it in 5 quarters since. The position peaked at $253K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Strategic Wealth Partners held 10 shares of Moody's worth $4.32K as of Q1 2026.
  • Strategic Wealth Partners bought 2 Moody's shares in Q1 2026, an estimated $946.
  • Moody's made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1058 holding.
  • Strategic Wealth Partners first reported a position in Moody's in Q1 2022 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Moody's position peaked at $253K in Q1 2022.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.