Alta Advisers’s Moody's MCO Stock Holding History

Alta Advisers’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	$267K	Hold	611	–	–	0.1%	157
2025 Q4	$312K	Sell	611 -200	-25%	-$97.6K	0.11%	126
2025 Q3	$386K	Hold	811	–	–	0.12%	133
2025 Q2	$407K	Hold	811	–	–	0.14%	127
2025 Q1	$378K	Buy	811 +300	+59%	+$145K	0.16%	128
2024 Q4	$242K	Buy	511 +11	+2%	+$5.25K	0.15%	130
2024 Q3	$237K	Hold	500	–	–	0.11%	120
2024 Q2	$210K	Hold	500	–	–	0.1%	118
2024 Q1	$197K	Hold	500	–	–	0.1%	137
2023 Q4	$195K	Hold	500	–	–	0.1%	116
2023 Q3	$158K	Hold	500	–	–	0.09%	134
2023 Q2	$174K	Hold	500	–	–	0.1%	125
2023 Q1	$153K	Hold	500	–	–	0.09%	137
2022 Q4	$139K	Hold	500	–	–	0.08%	147
2022 Q3	$122K	Buy	+500	New	+$145K	0.08%	156

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

Alta Advisers's MCO Position: Q1 2026 in Review

Alta Advisers held its Moody's (MCO) position steady in Q1 2026 at 611 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #157.

Alta Advisers first reported a position in MCO in Q3 2022 and has held it in 15 quarters since. The position peaked at $407K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Alta Advisers held 611 shares of Moody's worth $267K as of Q1 2026.
Alta Advisers left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.1% of Alta Advisers's portfolio in Q1 2026, its #157 holding.
Alta Advisers first reported a position in Moody's in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Moody's position peaked at $407K in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.