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Triad Wealth Partners’s Moody's MCO Stock Holding History

Triad 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
Q2 		$285K Buy
+590
New +$265K 0.02% 458
2026
Q1 		– Sell
-408
Closed -$208K – 500
2025
Q4 		$208K Buy
+408
New +$199K 0.02% 449

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

Triad Wealth Partners's MCO Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Moody's (MCO) in Q2 2026: 590 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #458 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in MCO as recently as Q4 2025.

Triad Wealth Partners first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Triad Wealth Partners held 590 shares of Moody's worth $285K as of Q2 2026.
  • Moody's was a new Triad Wealth Partners position in Q2 2026.
  • Moody's made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #458 holding.
  • Triad Wealth Partners first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.