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Ascent Group’s Moody's MCO Stock Holding History

Ascent 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 		$624K Sell
1,430
-43
-3% -$20.3K 0.02% 457
2025
Q4 		$753K Sell
1,473
-33
-2% -$16.1K 0.03% 421
2025
Q3 		$718K Sell
1,506
-373
-20% -$188K 0.03% 424
2025
Q2 		$943K Buy
1,879
+144
+8% +$66.7K 0.04% 345
2025
Q1 		$808K Buy
1,735
+1,042
+150% +$502K 0.03% 360
2024
Q4 		$328K Buy
693
+106
+18% +$50.6K 0.02% 443
2024
Q3 		$279K Buy
587
+40
+7% +$18.5K 0.02% 455
2024
Q2 		$230K Buy
547
+38
+7% +$15.1K 0.02% 473
2024
Q1 		$200K Hold
509
– – 0.02% 488
2023
Q4 		$204K Buy
+509
New +$177K 0.02% 478
2023
Q2 		– Sell
-828
Closed -$253K – 481
2023
Q1 		$253K Buy
828
+9
+1% +$2.72K 0.03% 425
2022
Q4 		$228K Buy
+819
New +$224K 0.03% 436
2022
Q3 		– Sell
-1,370
Closed -$425K – 491
2022
Q2 		$425K Buy
1,370
+678
+98% +$203K 0.05% 328
2022
Q1 		$233K Buy
+692
New +$233K 0.03% 421

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

Ascent Group's MCO Position: Q1 2026 in Review

Ascent Group reduced its Moody's (MCO) stake by 2.9% in Q1 2026, selling an estimated $20.3K and leaving 1,430 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #457.

Ascent Group first reported a position in MCO in Q1 2022 and has held it in 14 quarters since. The position peaked at $943K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ascent Group held 1,430 shares of Moody's worth $624K as of Q1 2026.
  • Ascent Group sold 43 Moody's shares in Q1 2026, an estimated $20.3K.
  • Moody's made up 0.02% of Ascent Group's portfolio in Q1 2026, its #457 holding.
  • Ascent Group first reported a position in Moody's in Q1 2022 and has held it in 14 quarters since.
  • Ascent Group's Moody's position peaked at $943K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.