Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

MCO holding history

Moodys Corp in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overview All 13F holders of MCO Full Q2 2026 holdings

Shares (Q2 2026): 46,339
Value: $21.0M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MCO by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	46,339	$21.0M	0.3%	+68+0.1%	Added	Holders
Q1 2026	46,271	$20.2M	0.4%	−8,985−16.3%	Reduced	Holders
Q4 2025	55,256	$28.2M	0.5%	−261−0.5%	Reduced	Holders
Q3 2025	55,517	$26.5M	0.5%	+137+0.2%	Added	Holders
Q2 2025	55,380	$27.8M	0.6%	+116+0.2%	Added	Holders
Q1 2025	55,264	$25.7M	0.7%	−68−0.1%	Reduced	Holders
Q4 2024	55,332	$26.5M	0.7%	−323−0.6%	Reduced	Holders
Q3 2024	55,655	$26.4M	0.7%	+193+0.3%	Added	Holders
Q2 2024	55,462	$23.3M	0.7%	−549−1.0%	Reduced	Holders
Q1 2024	56,011	$22.0M	0.7%	+44+0.1%	Added	Holders
Q4 2023	55,967	$21.9M	0.7%	−71−0.1%	Reduced	Holders
Q3 2023	56,038	$17.7M	0.7%	−229−0.4%	Reduced	Holders
Q2 2023	56,267	$19.6M	0.8%	+29,086+107.0%	Added	Holders
Q1 2023	27,181	$8.32M	0.5%	−60.0%	Reduced	Holders
Q4 2022	27,187	$7.57M	0.5%	−83−0.3%	Reduced	Holders
Q3 2022	27,270	$6.63M	0.6%	−1,044−3.7%	Reduced	Holders
Q2 2022	28,314	$7.70M	0.6%	+178+0.6%	Added	Holders
Q1 2022	28,136	$9.49M	0.7%	−603−2.1%	Reduced	Holders
Q4 2021	28,739	$11.2M	0.8%	+155+0.5%	Added	Holders
Q3 2021	28,584	$10.2M	0.9%	−30−0.1%	Reduced	Holders
Q2 2021	28,614	$10.4M	0.9%	+611+2.2%	Added	Holders
Q1 2021	28,003	$8.36M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.