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Wedmont Private Capital’s Moody's MCO Stock Holding History

Wedmont Private Capital’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
Q3 		$1.25M Buy
2,724
+94
+4% +$45.6K 0.03% 326
2026
Q2 		$1.28M Buy
2,630
+54
+2% +$24.3K 0.04% 284
2026
Q1 		$1.15M Sell
2,576
-43
-2% -$20.3K 0.04% 281
2025
Q4 		$1.39M Buy
2,619
+111
+4% +$54.2K 0.05% 222
2025
Q3 		$1.23M Buy
2,508
+123
+5% +$62K 0.05% 235
2025
Q2 		$1.2M Sell
2,385
-42
-2% -$19.5K 0.05% 223
2025
Q1 		$1.04M Buy
2,427
+133
+6% +$64.1K 0.05% 220
2024
Q4 		$1.04M Buy
2,294
+157
+7% +$74.9K 0.05% 211
2024
Q3 		$978K Buy
2,137
+81
+4% +$37.5K 0.06% 207
2024
Q2 		$917K Buy
2,056
+180
+10% +$71.6K 0.06% 213
2024
Q1 		$746K Buy
1,876
+89
+5% +$34.3K 0.05% 242
2023
Q4 		$671K Buy
1,787
+216
+14% +$75.1K 0.05% 235
2023
Q3 		$500K Buy
1,571
+314
+25% +$107K 0.05% 252
2023
Q2 		$444K Buy
1,257
+223
+22% +$70.7K 0.05% 270
2023
Q1 		$306K Buy
1,034
+84
+9% +$25.4K 0.04% 340
2022
Q4 		$275K Buy
+950
New +$260K 0.04% 355

Other funds holding MCO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Wedmont Private Capital's MCO Position: Q3 2026 in Review

Wedmont Private Capital increased its Moody's (MCO) stake by 3.6% in Q3 2026, buying an estimated $45.6K and bringing the position to 2,724 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #326.

Wedmont Private Capital first reported a position in MCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q4 2025. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Wedmont Private Capital held 2,724 shares of Moody's worth $1.25M as of Q3 2026.
  • Wedmont Private Capital bought 94 Moody's shares in Q3 2026, an estimated $45.6K.
  • Moody's made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #326 holding.
  • Wedmont Private Capital first reported a position in Moody's in Q4 2022 and has held it in 16 quarters since.
  • Wedmont Private Capital's Moody's position peaked at $1.39M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.