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Thrive Wealth Management’s Moody's MCO Stock Holding History

Thrive Wealth Management’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 		– Sell
-404
Closed -$207K – 249
2025
Q4 		$207K Buy
+404
New +$197K 0.03% 230
2025
Q3 		– Sell
-437
Closed -$219K – 250
2025
Q2 		$219K Buy
+437
New +$202K 0.04% 215

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

Thrive Wealth Management's MCO Position: Q1 2026 in Review

Thrive Wealth Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 404 shares — an estimated $207K sold.

Thrive Wealth Management first reported a position in MCO in Q2 2025 and held it in 2 quarters. The position peaked at $219K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Thrive Wealth Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 404 Moody's shares in Q1 2026, an estimated $207K.
  • Thrive Wealth Management first reported a position in Moody's in Q2 2025 and held it in 2 quarters.
  • Thrive Wealth Management's Moody's position peaked at $219K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.