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Adams Diversified Equity Fund’s Moody's MCO Stock Holding History

Adams Diversified Equity Fund’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 		– Sell
-42,600
Closed -$21.8M – 110
2025
Q4 		$21.8M Buy
42,600
+1,100
+3% +$537K 0.72% 41
2025
Q3 		$19.8M Buy
+41,500
New +$20.9M 0.67% 46
2022
Q2 		– Sell
-80,000
Closed -$27M – 101
2022
Q1 		$27M Hold
80,000
– – 1.07% 28
2021
Q4 		$31.2M Buy
80,000
+5,300
+7% +$2.04M 1.19% 20
2021
Q3 		$26.5M Buy
74,700
+48,800
+188% +$18.4M 1.05% 22
2021
Q2 		$9.38M Buy
+25,900
New +$8.62M 0.37% 90

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

Adams Diversified Equity Fund's MCO Position: Q1 2026 in Review

Adams Diversified Equity Fund sold out of Moody's (MCO) in Q1 2026, closing a stake of 42,600 shares — an estimated $21.8M sold.

Adams Diversified Equity Fund first reported a position in MCO in Q2 2021 and held it in 6 quarters. The position peaked at $31.2M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Adams Diversified Equity Fund reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 42,600 Moody's shares in Q1 2026, an estimated $21.8M.
  • Adams Diversified Equity Fund first reported a position in Moody's in Q2 2021 and held it in 6 quarters.
  • Adams Diversified Equity Fund's Moody's position peaked at $31.2M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q1 2026, filed 22 Apr 2026.