Western Wealth Management’s Moody's MCO Stock Holding History

Western Wealth Management's MCO Position: Q1 2026 in Review

Western Wealth Management reduced its Moody's (MCO) stake by 7.5% in Q1 2026, selling an estimated $29.3K and leaving 763 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #762.

Western Wealth Management first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $424K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

• Western Wealth Management held 763 shares of Moody's worth $333K as of Q1 2026.
• Western Wealth Management sold 62 Moody's shares in Q1 2026, an estimated $29.3K.
• Moody's made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #762 holding.
• Western Wealth Management first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
• Western Wealth Management's Moody's position peaked at $424K in Q2 2025.
• 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.