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TD Private Client Wealth’s Moody's MCO Stock Holding History

TD Private Client 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
Q2 		$230K Sell
508
-14
-3% -$6.29K ﹤0.01% 644
2026
Q1 		$228K Buy
522
+93
+22% +$44K ﹤0.01% 625
2025
Q4 		$219K Buy
429
+27
+7% +$13.2K ﹤0.01% 644
2025
Q3 		$192K Buy
402
+37
+10% +$18.7K ﹤0.01% 665
2025
Q2 		$183K Sell
365
-14
-4% -$6.49K ﹤0.01% 654
2025
Q1 		$176K Buy
379
+28
+8% +$13.5K ﹤0.01% 630
2024
Q4 		$166K Sell
351
-2,582
-88% -$1.23M ﹤0.01% 637
2024
Q3 		$1.39M Buy
2,933
+2,617
+828% +$1.21M 0.04% 310
2024
Q2 		$133K Sell
316
-232
-42% -$92.3K ﹤0.01% 645
2024
Q1 		$215K Sell
548
-318
-37% -$123K 0.01% 574
2023
Q4 		$338K Sell
866
-291
-25% -$101K 0.01% 481
2023
Q3 		$366K Sell
1,157
-149
-11% -$50.7K 0.02% 456
2023
Q2 		$454K Buy
1,306
+19
+1% +$6.02K 0.02% 452
2023
Q1 		$394K Buy
1,287
+34
+3% +$10.3K 0.02% 459
2022
Q4 		$349K Buy
1,253
+117
+10% +$32K 0.02% 468
2022
Q3 		$276K Buy
1,136
+82
+8% +$23.8K 0.01% 481
2022
Q2 		$287K Buy
1,054
+19
+2% +$5.68K 0.01% 478
2022
Q1 		$349K Buy
1,035
+784
+312% +$264K 0.01% 468
2021
Q4 		$98K Sell
251
-62
-20% -$23.9K ﹤0.01% 641
2021
Q3 		$111K Buy
313
+10
+3% +$3.77K ﹤0.01% 618
2021
Q2 		$110K Buy
303
+7
+2% +$2.33K ﹤0.01% 607
2021
Q1 		$88.4K Sell
296
-37
-11% -$10.4K ﹤0.01% 619
2020
Q4 		$96.7K Sell
333
-18
-5% -$5.03K ﹤0.01% 555
2020
Q3 		$102K Hold
351
– – 0.01% 528
2020
Q2 		$96.4K Buy
351
+10
+3% +$2.54K 0.01% 522
2020
Q1 		$72.1K Buy
341
+54
+19% +$13.1K 0.01% 535
2019
Q4 		$68.1K Buy
+287
New +$63.8K ﹤0.01% 563

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

TD Private Client Wealth's MCO Position: Q2 2026 in Review

TD Private Client Wealth reduced its Moody's (MCO) stake by 2.7% in Q2 2026, selling an estimated $6.29K and leaving 508 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

TD Private Client Wealth first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • TD Private Client Wealth held 508 shares of Moody's worth $230K as of Q2 2026.
  • TD Private Client Wealth sold 14 Moody's shares in Q2 2026, an estimated $6.29K.
  • Moody's made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #644 holding.
  • TD Private Client Wealth first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Moody's position peaked at $1.39M in Q3 2024.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.