Asset Management Group’s Moody's MCO Stock Holding History

Asset Management 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	$812K	Hold	1,862	–	–	0.13%	93
2025 Q4	$951K	Hold	1,862	–	–	0.15%	89
2025 Q3	$887K	Hold	1,862	–	–	0.15%	91
2025 Q2	$934K	Sell	1,862 -335	-15%	-$155K	0.16%	87
2025 Q1	$1.02M	Sell	2,197 -248	-10%	-$119K	0.19%	85
2024 Q4	$1.16M	Hold	2,445	–	–	0.21%	80
2024 Q3	$1.16M	Hold	2,445	–	–	0.2%	83
2024 Q2	$1.03M	Hold	2,445	–	–	0.19%	84
2024 Q1	$961K	Hold	2,445	–	–	0.18%	85
2023 Q4	$955K	Sell	2,445 -447	-15%	-$155K	0.19%	86
2023 Q3	$914K	Sell	2,892 -472	-14%	-$161K	0.2%	84
2023 Q2	$1.17M	Hold	3,364	–	–	0.25%	77
2023 Q1	$1.03M	Hold	3,364	–	–	0.23%	81
2022 Q4	$937K	Hold	3,364	–	–	0.22%	81
2022 Q3	$818K	Hold	3,364	–	–	0.2%	83
2022 Q2	$915K	Hold	3,364	–	–	0.22%	81
2022 Q1	$1.14M	Hold	3,364	–	–	0.24%	78
2021 Q4	$1.31M	Hold	3,364	–	–	0.26%	75
2021 Q3	$1.2M	Hold	3,364	–	–	0.25%	75
2021 Q2	$1.22M	Hold	3,364	–	–	0.25%	75
2021 Q1	$1M	Hold	3,364	–	–	0.22%	77
2020 Q4	$976K	Hold	3,364	–	–	0.24%	75
2020 Q3	$975K	Hold	3,364	–	–	0.28%	71
2020 Q2	$924K	Hold	3,364	–	–	0.29%	70
2020 Q1	$711K	Sell	3,364 -242	-7%	-$58.8K	0.27%	72
2019 Q4	$856K	Buy	+3,606	New	+$801K	0.26%	71

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

Asset Management Group's MCO Position: Q1 2026 in Review

Asset Management Group held its Moody's (MCO) position steady in Q1 2026 at 1,862 shares worth $812K. The position accounts for 0.13% of the portfolio, ranked #93.

Asset Management Group first reported a position in MCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.31M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Asset Management Group held 1,862 shares of Moody's worth $812K as of Q1 2026.
Asset Management Group left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.13% of Asset Management Group's portfolio in Q1 2026, its #93 holding.
Asset Management Group first reported a position in Moody's in Q4 2019 and has held it in 26 quarters since.
Asset Management Group's Moody's position peaked at $1.31M in Q4 2021.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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