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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Wedmont Private Capital's MCO Position: Q2 2026 in Review

Wedmont Private Capital increased its Moody's (MCO) stake by 2.1% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,630 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #284.

Wedmont Private Capital first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2025. 200 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Wedmont Private Capital held 2,630 shares of Moody's worth $1.28M as of Q2 2026.
  • Wedmont Private Capital bought 54 Moody's shares in Q2 2026, an estimated $24.3K.
  • Moody's made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #284 holding.
  • Wedmont Private Capital first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • Wedmont Private Capital's Moody's position peaked at $1.39M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.