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Alan B. Lancz & Associates’s Moody's MCO Stock Holding History

Alan B. Lancz & Associates’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
-400
Closed -$204K – 136
2025
Q4 		$204K Buy
+400
New +$195K 0.18% 131
2025
Q3 		– Sell
-400
Closed -$201K – 135
2025
Q2 		$201K Buy
+400
New +$185K 0.2% 124
2022
Q3 		– Sell
-400
Closed -$124K – 177
2022
Q2 		$124K Buy
+400
New +$120K 0.12% 184

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

Alan B. Lancz & Associates's MCO Position: Q1 2026 in Review

Alan B. Lancz & Associates sold out of Moody's (MCO) in Q1 2026, closing a stake of 400 shares — an estimated $204K sold.

Alan B. Lancz & Associates first reported a position in MCO in Q2 2022 and held it in 3 quarters. The position peaked at $204K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Alan B. Lancz & Associates reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 400 Moody's shares in Q1 2026, an estimated $204K.
  • Alan B. Lancz & Associates first reported a position in Moody's in Q2 2022 and held it in 3 quarters.
  • Alan B. Lancz & Associates's Moody's position peaked at $204K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.