AGWCA
MCO icon

Annis Gardner Whiting Capital Advisors’s Moody's MCO Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$63.7K Sell
146
-34
-19% -$16.1K 0.01% 534
2025
Q4 		$92K Sell
180
-3
-2% -$1.46K 0.02% 423
2025
Q3 		$87.2K Buy
183
+9
+5% +$4.54K 0.02% 414
2025
Q2 		$87.3K Buy
174
+28
+19% +$13K 0.03% 325
2025
Q1 		$68K Buy
146
+34
+30% +$16.4K 0.03% 317
2024
Q4 		$53K Hold
112
– – 0.01% 340
2024
Q3 		$53.2K Sell
112
-73
-39% -$33.8K 0.02% 358
2024
Q2 		$77.9K Buy
185
+2
+1% +$796 0.02% 340
2024
Q1 		$71.9K Buy
183
+73
+66% +$28.1K 0.03% 336
2023
Q4 		$43K Hold
110
– – 0.02% 316
2023
Q3 		$34.8K Buy
+110
New +$37.4K 0.02% 323

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

Annis Gardner Whiting Capital Advisors's MCO Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Moody's (MCO) stake by 19% in Q1 2026, selling an estimated $16.1K and leaving 146 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #534.

Annis Gardner Whiting Capital Advisors first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $92K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 146 shares of Moody's worth $63.7K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 34 Moody's shares in Q1 2026, an estimated $16.1K.
  • Moody's made up 0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #534 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Moody's position peaked at $92K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.