Aft Forsyth & Sober’s Moody's MCO Stock Holding History

Aft Forsyth & Sober’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	$1.63M	Hold	3,725	–	–	0.5%	45
2025 Q4	$1.9M	Hold	3,725	–	–	0.58%	40
2025 Q3	$1.77M	Hold	3,725	–	–	0.55%	40
2025 Q2	$1.87M	Hold	3,725	–	–	0.63%	38
2025 Q1	$1.73M	Hold	3,725	–	–	0.6%	47
2024 Q4	$1.76M	Hold	3,725	–	–	0.57%	48
2024 Q3	$1.77M	Hold	3,725	–	–	0.58%	50
2024 Q2	$1.57M	Hold	3,725	–	–	0.54%	53
2024 Q1	$1.46M	Hold	3,725	–	–	0.52%	59
2023 Q4	$1.46M	Hold	3,725	–	–	0.56%	56
2023 Q3	$1.18M	Hold	3,725	–	–	0.5%	57
2023 Q2	$1.3M	Hold	3,725	–	–	0.54%	52
2023 Q1	$1.14M	Hold	3,725	–	–	0.58%	59
2022 Q4	$1.04M	Hold	3,725	–	–	0.47%	66
2022 Q3	$906K	Hold	3,725	–	–	0.44%	68
2022 Q2	$1.01M	Hold	3,725	–	–	0.47%	68
2022 Q1	$1.26M	Hold	3,725	–	–	0.5%	66
2021 Q4	$1.45M	Hold	3,725	–	–	0.51%	54
2021 Q3	$1.32M	Buy	3,725 +75	+2%	+$28.3K	0.5%	54
2021 Q2	$1.32M	Sell	3,650 -4,200	-54%	-$1.4M	0.5%	42
2021 Q1	$1.09M	Buy	7,850 +6,050	+336%	+$1.7M	0.45%	51
2020 Q4	$522K	Buy	+1,800	New	+$503K	0.4%	35

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Aft Forsyth & Sober's MCO Position: Q1 2026 in Review

Aft Forsyth & Sober held its Moody's (MCO) position steady in Q1 2026 at 3,725 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #45.

Aft Forsyth & Sober first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.9M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Aft Forsyth & Sober held 3,725 shares of Moody's worth $1.63M as of Q1 2026.
Aft Forsyth & Sober left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.5% of Aft Forsyth & Sober's portfolio in Q1 2026, its #45 holding.
Aft Forsyth & Sober first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
Aft Forsyth & Sober's Moody's position peaked at $1.9M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.