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Alphinity Investment Management’s Moody's MCO Stock Holding History

Alphinity Investment 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 		$5.88M Sell
13,484
-3,980
-23% -$1.88M 0.1% 29
2025
Q4 		$8.92M Buy
17,464
+11,241
+181% +$5.48M 0.09% 29
2025
Q3 		$2.97M Buy
6,223
+1,014
+19% +$511K 0.03% 29
2025
Q2 		$2.61M Sell
5,209
-1,538
-23% -$712K 0.02% 29
2025
Q1 		$3.14M Hold
6,747
– – 0.02% 31
2024
Q4 		$3.19M Buy
6,747
+2,421
+56% +$1.16M 0.02% 34
2024
Q3 		$2.05M Buy
+4,326
New +$2M 0.01% 33

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

Alphinity Investment Management's MCO Position: Q1 2026 in Review

Alphinity Investment Management reduced its Moody's (MCO) stake by 23% in Q1 2026, selling an estimated $1.88M and leaving 13,484 shares worth $5.88M. The position accounts for 0.1% of the portfolio, ranked #29.

Alphinity Investment Management first reported a position in MCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.92M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Alphinity Investment Management held 13,484 shares of Moody's worth $5.88M as of Q1 2026.
  • Alphinity Investment Management sold 3,980 Moody's shares in Q1 2026, an estimated $1.88M.
  • Moody's made up 0.1% of Alphinity Investment Management's portfolio in Q1 2026, its #29 holding.
  • Alphinity Investment Management first reported a position in Moody's in Q3 2024 and has held it in 7 quarters since.
  • Alphinity Investment Management's Moody's position peaked at $8.92M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Alphinity Investment Management's 13F filing for Q1 2026, filed 12 May 2026.