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 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 $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

Wedbush Securities's MCO Position: Q1 2026 in Review

Wedbush Securities increased its Moody's (MCO) stake by 18% in Q1 2026, buying an estimated $49.2K and bringing the position to 687 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #905.

Wedbush Securities first reported a position in MCO in Q1 2021 and has held it in 8 quarters since. The position peaked at $312K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Wedbush Securities held 687 shares of Moody's worth $300K as of Q1 2026.
Wedbush Securities bought 104 Moody's shares in Q1 2026, an estimated $49.2K.
Moody's made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #905 holding.
Wedbush Securities first reported a position in Moody's in Q1 2021 and has held it in 8 quarters since.
Wedbush Securities's Moody's position peaked at $312K in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.