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Triangle Securities Wealth Management’s Moody's MCO Stock Holding History

Triangle Securities 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 		$1M Buy
2,208
+39
+2% +$17.5K 0.2% 109
2026
Q1 		$946K Sell
2,169
-9
-0.4% -$4.26K 0.21% 104
2025
Q4 		$1.11M Buy
2,178
+23
+1% +$11.2K 0.23% 99
2025
Q3 		$1.03M Sell
2,155
-12
-0.6% -$6.05K 0.23% 108
2025
Q2 		$1.09M Sell
2,167
-40
-2% -$18.5K 0.27% 95
2025
Q1 		$1.03M Sell
2,207
-25
-1% -$12K 0.26% 100
2024
Q4 		$1.06M Sell
2,232
-23
-1% -$11K 0.27% 94
2024
Q3 		$1.07M Sell
2,255
-100
-4% -$46.3K 0.28% 96
2024
Q2 		$991K Sell
2,355
-32
-1% -$12.7K 0.28% 99
2024
Q1 		$938K Sell
2,387
-69
-3% -$26.6K 0.27% 104
2023
Q4 		$959K Hold
2,456
– – 0.3% 98
2023
Q3 		$777K Sell
2,456
-20
-0.8% -$6.8K 0.28% 102
2023
Q2 		$861K Sell
2,476
-15
-0.6% -$4.75K 0.3% 100
2023
Q1 		$762K Sell
2,491
-36
-1% -$10.9K 0.27% 108
2022
Q4 		$704K Sell
2,527
-438
-15% -$120K 0.26% 112
2022
Q3 		$721K Buy
2,965
+50
+2% +$14.5K 0.29% 99
2022
Q2 		$793K Buy
2,915
+1,196
+70% +$358K 0.31% 96
2022
Q1 		$580K Buy
1,719
+524
+44% +$176K 0.19% 127
2021
Q4 		$467K Hold
1,195
– – 0.15% 139
2021
Q3 		$424K Hold
1,195
– – 0.14% 143
2021
Q2 		$433K Hold
1,195
– – 0.15% 141
2021
Q1 		$357K Hold
1,195
– – 0.13% 150
2020
Q4 		$347K Buy
1,195
+55
+5% +$15.4K 0.14% 143
2020
Q3 		$330K Sell
1,140
-70
-6% -$20K 0.15% 137
2020
Q2 		$332K Hold
1,210
– – 0.16% 130
2020
Q1 		$256K Buy
+1,210
New +$294K 0.15% 131

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

Triangle Securities Wealth Management's MCO Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Moody's (MCO) stake by 1.8% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,208 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #109.

Triangle Securities Wealth Management first reported a position in MCO in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.11M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Triangle Securities Wealth Management held 2,208 shares of Moody's worth $1M as of Q2 2026.
  • Triangle Securities Wealth Management bought 39 Moody's shares in Q2 2026, an estimated $17.5K.
  • Moody's made up 0.2% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Triangle Securities Wealth Management first reported a position in Moody's in Q1 2020 and has held it in 26 quarters since.
  • Triangle Securities Wealth Management's Moody's position peaked at $1.11M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.