Twin Peaks Wealth Advisors’s Moody's MCO Stock Holding History

Twin Peaks Wealth Advisors’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	$177K	Sell	406 -535	-57%	-$253K	0.04%	201
2025 Q4	$423K	Buy	941 +21	+2%	+$10.2K	0.12%	116
2025 Q3	$439K	Sell	920 -6	-0.6%	-$3.02K	0.15%	106
2025 Q2	$478K	Buy	926 +9	+1%	+$4.17K	0.15%	97
2025 Q1	$399K	Buy	917 +41	+5%	+$19.8K	0.18%	97
2024 Q4	$415K	Buy	876 +11	+1%	+$5.25K	0.18%	90
2024 Q3	$411K	Sell	865 -94	-10%	-$43.6K	0.19%	82
2024 Q2	$404K	Sell	959 -50	-5%	-$19.9K	0.2%	83
2024 Q1	$397K	Buy	1,009 +4	+0.4%	+$1.54K	0.22%	80
2023 Q4	$393K	Buy	+1,005	New	+$349K	0.25%	76

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Twin Peaks Wealth Advisors's MCO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Moody's (MCO) stake by 57% in Q1 2026, selling an estimated $253K and leaving 406 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #201.

Twin Peaks Wealth Advisors first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $478K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Twin Peaks Wealth Advisors held 406 shares of Moody's worth $177K as of Q1 2026.
Twin Peaks Wealth Advisors sold 535 Moody's shares in Q1 2026, an estimated $253K.
Moody's made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #201 holding.
Twin Peaks Wealth Advisors first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Moody's position peaked at $478K in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.