Skip to main content
Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

MCO holding history

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

MCO overviewAll 13F holders of MCOFull Q2 2026 holdings

Shares (Q2 2026)
608
Value
$275.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MCO by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026608$275.4K<0.1%+608NewHolders
Q1 20260$00.0%−10,989−100.0%Sold outHolders
Q4 202510,989$5.61M0.5%−15,602−58.7%ReducedHolders
Q3 202526,591$12.7M1.2%−1,773−6.3%ReducedHolders
Q2 202528,364$14.2M1.3%+44+0.2%AddedHolders
Q1 202528,320$13.2M1.3%+414+1.5%AddedHolders
Q4 202427,906$13.2M1.3%+376+1.4%AddedHolders
Q3 202427,530$13.1M1.2%−329−1.2%ReducedHolders
Q2 202427,859$11.7M1.2%+533+2.0%AddedHolders
Q1 202427,326$10.7M1.1%+745+2.8%AddedHolders
Q4 202326,581$10.4M1.2%+163+0.6%AddedHolders
Q3 202326,418$8.35M1.0%−474−1.8%ReducedHolders
Q2 202326,892$9.35M1.1%−176−0.7%ReducedHolders
Q1 202327,068$8.28M1.1%−120.0%ReducedHolders
Q4 202227,080$7.55M1.0%+284+1.1%AddedHolders
Q3 202226,796$6.51M1.0%+5,483+25.7%AddedHolders
Q2 202221,313$5.80M0.8%+876+4.3%AddedHolders
Q1 202220,437$6.90M0.9%+1,893+10.2%AddedHolders
Q4 202118,544$7.25M0.9%+506+2.8%AddedHolders
Q3 202118,038$6.41M0.9%−34−0.2%ReducedHolders
Q2 202118,072$6.56M0.9%+109+0.6%AddedHolders
Q1 202117,963$5.36M0.8%––Holders

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