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Advisors Capital Management’s Moody's MCO Stock Holding History

Advisors Capital Management’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 		$293K Sell
672
-39
-5% -$18.4K ﹤0.01% 485
2025
Q4 		$363K Buy
711
+220
+45% +$107K ﹤0.01% 466
2025
Q3 		$234K Buy
491
+56
+13% +$28.2K ﹤0.01% 504
2025
Q2 		$218K Buy
+435
New +$201K ﹤0.01% 490

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

Advisors Capital Management's MCO Position: Q1 2026 in Review

Advisors Capital Management reduced its Moody's (MCO) stake by 5.5% in Q1 2026, selling an estimated $18.4K and leaving 672 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Advisors Capital Management first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $363K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Advisors Capital Management held 672 shares of Moody's worth $293K as of Q1 2026.
  • Advisors Capital Management sold 39 Moody's shares in Q1 2026, an estimated $18.4K.
  • Moody's made up ﹤0.01% of Advisors Capital Management's portfolio in Q1 2026, its #485 holding.
  • Advisors Capital Management first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Advisors Capital Management's Moody's position peaked at $363K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.