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Wellington Group’s Moody's MCO Stock Holding History

Wellington Group’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 		$552K Sell
1,219
-334
-22% -$150K 0.15% 107
2026
Q1 		$677K Buy
1,553
+137
+10% +$64.8K 0.21% 65
2025
Q4 		$723K Buy
+1,416
New +$691K 0.24% 55

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wellington Group's MCO Position: Q2 2026 in Review

Wellington Group reduced its Moody's (MCO) stake by 22% in Q2 2026, selling an estimated $150K and leaving 1,219 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #107.

Wellington Group first reported a position in MCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $723K in Q4 2025. 1,408 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Wellington Group held 1,219 shares of Moody's worth $552K as of Q2 2026.
  • Wellington Group sold 334 Moody's shares in Q2 2026, an estimated $150K.
  • Moody's made up 0.15% of Wellington Group's portfolio in Q2 2026, its #107 holding.
  • Wellington Group first reported a position in Moody's in Q4 2025 and has held it in 3 quarters since.
  • Wellington Group's Moody's position peaked at $723K in Q4 2025.
  • 1,408 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.