Third View Private Wealth’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$766K Buy
1,691
+532
+46% +$239K 0.09% 150
2026
Q1
$506K Buy
1,159
+208
+22% +$98.4K 0.07% 166
2025
Q4
$486K Buy
+951
New +$464K 0.07% 173

Other funds holding MCO

Third View Private Wealth's MCO Position: Q2 2026 in Review

Third View Private Wealth increased its Moody's (MCO) stake by 46% in Q2 2026, buying an estimated $239K and bringing the position to 1,691 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #150.

Third View Private Wealth first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Third View Private Wealth held 1,691 shares of Moody's worth $766K as of Q2 2026.
  • Third View Private Wealth bought 532 Moody's shares in Q2 2026, an estimated $239K.
  • Moody's made up 0.09% of Third View Private Wealth's portfolio in Q2 2026, its #150 holding.
  • Third View Private Wealth first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.