AGF Management’s Moody's MCO Stock Holding History

AGF 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	$30.7M	Buy	70,285 +14,456	+26%	+$6.84M	0.14%	131
2025 Q4	$28.5M	Buy	55,829 +241	+0.4%	+$118K	0.12%	129
2025 Q3	$26.5M	Sell	55,588 -5,649	-9%	-$2.85M	0.12%	135
2025 Q2	$30.7M	Buy	61,237 +2,785	+5%	+$1.29M	0.14%	130
2025 Q1	$27.2M	Sell	58,452 -3,051	-5%	-$1.47M	0.14%	136
2024 Q4	$29.1M	Sell	61,503 -15,138	-20%	-$7.22M	0.14%	134
2024 Q3	$36.4M	Sell	76,641 -21,431	-22%	-$9.93M	0.18%	129
2024 Q2	$41.3M	Sell	98,072 -7,438	-7%	-$2.96M	0.23%	115
2024 Q1	$41.5M	Buy	105,510 +3,806	+4%	+$1.47M	0.23%	121
2023 Q4	$39.7M	Sell	101,704 -1,162	-1%	-$404K	0.23%	114
2023 Q3	$32.5M	Sell	102,866 -25,811	-20%	-$8.78M	0.23%	116
2023 Q2	$44.7M	Sell	128,677 -7,484	-5%	-$2.37M	0.32%	96
2023 Q1	$41.7M	Buy	136,161 +14,321	+12%	+$4.33M	0.29%	105
2022 Q4	$33.9M	Buy	+121,840	New	+$33.3M	0.25%	110

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

AGF Management's MCO Position: Q1 2026 in Review

AGF Management increased its Moody's (MCO) stake by 26% in Q1 2026, buying an estimated $6.84M and bringing the position to 70,285 shares worth $30.7M. The position accounts for 0.14% of the portfolio, ranked #131.

AGF Management first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.7M in Q2 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

AGF Management held 70,285 shares of Moody's worth $30.7M as of Q1 2026.
AGF Management bought 14,456 Moody's shares in Q1 2026, an estimated $6.84M.
Moody's made up 0.14% of AGF Management's portfolio in Q1 2026, its #131 holding.
AGF Management first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
AGF Management's Moody's position peaked at $44.7M in Q2 2023.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.