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Allen Capital Group’s Moody's MCO Stock Holding History

Allen Capital Group’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 		$205K Sell
469
-28
-6% -$13.2K 0.02% 274
2025
Q4 		$254K Buy
497
+27
+6% +$13.2K 0.02% 241
2025
Q3 		$224K Sell
470
-41
-8% -$20.7K 0.02% 248
2025
Q2 		$256K Sell
511
-36
-7% -$16.7K 0.03% 238
2025
Q1 		$255K Buy
547
+84
+18% +$40.5K 0.03% 218
2024
Q4 		$219K Buy
+463
New +$221K 0.03% 214

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

Allen Capital Group's MCO Position: Q1 2026 in Review

Allen Capital Group reduced its Moody's (MCO) stake by 5.6% in Q1 2026, selling an estimated $13.2K and leaving 469 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #274.

Allen Capital Group first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $256K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Allen Capital Group held 469 shares of Moody's worth $205K as of Q1 2026.
  • Allen Capital Group sold 28 Moody's shares in Q1 2026, an estimated $13.2K.
  • Moody's made up 0.02% of Allen Capital Group's portfolio in Q1 2026, its #274 holding.
  • Allen Capital Group first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Allen Capital Group's Moody's position peaked at $256K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.