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Abacus Wealth Partners’s Moody's MCO Stock Holding History

Abacus Wealth Partners’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
Q1 		$405K Sell
929
-141
-13% -$66.7K 0.04% 268
2025
Q4 		$547K Buy
+1,070
New +$522K 0.05% 197

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Abacus Wealth Partners's MCO Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Moody's (MCO) stake by 13% in Q1 2026, selling an estimated $66.7K and leaving 929 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #268.

Abacus Wealth Partners first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $547K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Abacus Wealth Partners held 929 shares of Moody's worth $405K as of Q1 2026.
  • Abacus Wealth Partners sold 141 Moody's shares in Q1 2026, an estimated $66.7K.
  • Moody's made up 0.04% of Abacus Wealth Partners's portfolio in Q1 2026, its #268 holding.
  • Abacus Wealth Partners first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • Abacus Wealth Partners's Moody's position peaked at $547K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.