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

TRB 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 Q2	$249K	Hold	549	–	–	0.03%	242
2026 Q1	$240K	Buy	+549	New	+$260K	0.03%	233

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TRB Wealth Management's MCO Position: Q2 2026 in Review

TRB Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 549 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #242.

TRB Wealth Management first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 1,397 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

TRB Wealth Management held 549 shares of Moody's worth $249K as of Q2 2026.
TRB Wealth Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.03% of TRB Wealth Management's portfolio in Q2 2026, its #242 holding.
TRB Wealth Management first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
1,397 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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