Wedbush Securities’s Moody's MCO Stock Holding History

Wedbush Securities’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	$310K	Sell	684 -3	-0.4%	-$1.35K	0.01%	932
2026 Q1	$300K	Buy	687 +104	+18%	+$49.2K	0.01%	905
2025 Q4	$298K	Sell	583 -35	-6%	-$17.1K	0.01%	891
2025 Q3	$295K	Sell	618 -4	-0.6%	-$2.02K	0.01%	868
2025 Q2	$312K	Sell	622 -3	-0.5%	-$1.39K	0.01%	820
2025 Q1	$291K	Buy	625 +28	+5%	+$13.5K	0.01%	832
2024 Q4	$283K	Buy	+597	New	+$285K	0.01%	844
2021 Q3	–	Sell	-739	Closed	-$268K	–	1217
2021 Q2	$268K	Hold	739	–	–	0.01%	913
2021 Q1	$221K	Buy	+739	New	+$208K	0.01%	941

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

Wedbush Securities's MCO Position: Q2 2026 in Review

Wedbush Securities reduced its Moody's (MCO) stake by 0.44% in Q2 2026, selling an estimated $1.35K and leaving 684 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #932.

Wedbush Securities first reported a position in MCO in Q1 2021 and has held it in 9 quarters since. The position peaked at $312K in Q2 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Wedbush Securities held 684 shares of Moody's worth $310K as of Q2 2026.
Wedbush Securities sold 3 Moody's shares in Q2 2026, an estimated $1.35K.
Moody's made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #932 holding.
Wedbush Securities first reported a position in Moody's in Q1 2021 and has held it in 9 quarters since.
Wedbush Securities's Moody's position peaked at $312K in Q2 2025.
1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.