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Altshuler Shaham’s Moody's MCO Stock Holding History

Altshuler Shaham’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
-8
Closed -$4.09K – 464
2025
Q4 		$4.09K Hold
8
– – ﹤0.01% 313
2025
Q3 		$3.81K Sell
8
-1
-11% -$504 ﹤0.01% 322
2025
Q2 		$4.51K Buy
9
+1
+13% +$463 ﹤0.01% 234
2025
Q1 		$3.73K Buy
+8
New +$3.85K ﹤0.01% 265
2024
Q4 		– Sell
-8
Closed -$3.8K – 403
2024
Q3 		$3.8K Buy
+8
New +$3.71K ﹤0.01% 270
2022
Q1 		– Sell
-19
Closed -$7K – 596
2021
Q4 		$7K Sell
19
-604
-97% -$233K ﹤0.01% 523
2021
Q3 		$222K Buy
+623
New +$235K ﹤0.01% 243
2020
Q2 		– Sell
-1,940
Closed -$410K – 480
2020
Q1 		$410K Buy
1,940
+1,304
+205% +$317K 0.02% 102
2019
Q4 		$152K Sell
636
-1,053
-62% -$234K ﹤0.01% 171
2019
Q3 		$347K Buy
1,689
+1,082
+178% +$227K 0.01% 97
2019
Q2 		$419K Buy
607
+7
+1% +$1.33K 0.02% 104
2019
Q1 		$30K Hold
600
– – ﹤0.01% 166
2018
Q4 		$22K Buy
600
+300
+100% +$45.3K ﹤0.01% 172
2018
Q3 		$14K Buy
300
+100
+50% +$17.6K ﹤0.01% 177
2018
Q2 		$9K Hold
200
– – ﹤0.01% 154
2018
Q1 		$9K Hold
200
– – ﹤0.01% 186
2017
Q4 		$9K Buy
+200
New +$29.3K ﹤0.01% 152

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

Altshuler Shaham's MCO Position: Q1 2026 in Review

Altshuler Shaham sold out of Moody's (MCO) in Q1 2026, closing a stake of 8 shares — an estimated $4.09K sold.

Altshuler Shaham first reported a position in MCO in Q4 2017 and held it in 17 quarters. The position peaked at $419K in Q2 2019. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Altshuler Shaham reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Altshuler Shaham sold 8 Moody's shares in Q1 2026, an estimated $4.09K.
  • Altshuler Shaham first reported a position in Moody's in Q4 2017 and held it in 17 quarters.
  • Altshuler Shaham's Moody's position peaked at $419K in Q2 2019.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.