AssetMark Inc
MCO icon

AssetMark Inc’s Moody's MCO Stock Holding History

AssetMark Inc’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 		$717K Sell
1,644
-381
-19% -$180K ﹤0.01% 1099
2025
Q4 		$1.03M Buy
2,025
+109
+6% +$53.2K ﹤0.01% 1011
2025
Q3 		$913K Sell
1,916
-2,007
-51% -$1.01M ﹤0.01% 988
2025
Q2 		$1.97M Buy
3,923
+1,137
+41% +$527K ﹤0.01% 771
2025
Q1 		$1.3M Buy
2,786
+299
+12% +$144K ﹤0.01% 816
2024
Q4 		$1.18M Buy
2,487
+415
+20% +$198K ﹤0.01% 818
2024
Q3 		$983K Buy
2,072
+138
+7% +$64K ﹤0.01% 780
2024
Q2 		$814K Buy
1,934
+274
+17% +$109K ﹤0.01% 803
2024
Q1 		$652K Sell
1,660
-3,225
-66% -$1.24M ﹤0.01% 791
2023
Q4 		$1.91M Buy
4,885
+822
+20% +$286K 0.01% 542
2023
Q3 		$1.28M Buy
4,063
+577
+17% +$196K 0.01% 577
2023
Q2 		$1.21M Buy
3,486
+22
+0.6% +$6.97K ﹤0.01% 572
2023
Q1 		$1.06M Sell
3,464
-269
-7% -$81.3K ﹤0.01% 592
2022
Q4 		$1.04M Buy
3,733
+155
+4% +$42.4K ﹤0.01% 569
2022
Q3 		$870K Sell
3,578
-1,834
-34% -$533K ﹤0.01% 546
2022
Q2 		$1.47M Buy
5,412
+760
+16% +$227K 0.01% 415
2022
Q1 		$1.57M Buy
4,652
+2,790
+150% +$938K 0.01% 390
2021
Q4 		$727K Buy
1,862
+1,674
+890% +$646K ﹤0.01% 471
2021
Q3 		$67K Buy
188
+112
+147% +$42.2K ﹤0.01% 729
2021
Q2 		$28K Sell
76
-15,982
-100% -$5.32M ﹤0.01% 846
2021
Q1 		$4.79M Sell
16,058
-224
-1% -$63.1K 0.02% 258
2020
Q4 		$4.73M Buy
16,282
+6,156
+61% +$1.72M 0.03% 256
2020
Q3 		$2.94M Buy
10,126
+9,717
+2,376% +$2.77M 0.02% 274
2020
Q2 		$112K Sell
409
-5,561
-93% -$1.41M ﹤0.01% 567
2020
Q1 		$1.26M Sell
5,970
-8,590
-59% -$2.09M 0.01% 297
2019
Q4 		$3.46M Sell
14,560
-70,800
-83% -$15.7M 0.03% 276
2019
Q3 		$17.5M Sell
85,360
-5,357
-6% -$1.12M 0.15% 136
2019
Q2 		$17.7M Buy
90,717
+5,143
+6% +$976K 0.14% 128
2019
Q1 		$15.5M Buy
85,574
+462
+0.5% +$75.9K 0.14% 138
2018
Q4 		$11.9M Buy
85,112
+84,433
+12,435% +$12.7M 0.12% 148
2018
Q3 		$114K Buy
679
+227
+50% +$39.9K ﹤0.01% 555
2018
Q2 		$77K Buy
452
+22
+5% +$3.72K ﹤0.01% 626
2018
Q1 		$69K Sell
430
-62
-13% -$10K ﹤0.01% 655
2017
Q4 		$73K Buy
492
+35
+8% +$5.13K ﹤0.01% 682
2017
Q3 		$64K Sell
457
-8
-2% -$1.05K ﹤0.01% 644
2017
Q2 		$57K Sell
465
-77
-14% -$9.01K ﹤0.01% 652
2017
Q1 		$61K Sell
542
-205
-27% -$22K ﹤0.01% 600
2016
Q4 		$70K Buy
747
+72
+11% +$7.27K ﹤0.01% 552
2016
Q3 		$73K Buy
675
+4
+0.6% +$421 ﹤0.01% 543
2016
Q2 		$63K Buy
671
+107
+19% +$10.3K ﹤0.01% 556
2016
Q1 		$54K Buy
564
+102
+22% +$9.17K ﹤0.01% 548
2015
Q4 		$46K Buy
462
+354
+328% +$35.5K ﹤0.01% 636
2015
Q3 		$11K Buy
108
+23
+27% +$2.45K ﹤0.01% 475
2015
Q2 		$9K Buy
+85
New +$9.15K ﹤0.01% 533

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

AssetMark Inc's MCO Position: Q1 2026 in Review

AssetMark Inc reduced its Moody's (MCO) stake by 19% in Q1 2026, selling an estimated $180K and leaving 1,644 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

AssetMark Inc first reported a position in MCO in Q2 2015 and has held it in 44 quarters since. The position peaked at $17.7M in Q2 2019. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • AssetMark Inc held 1,644 shares of Moody's worth $717K as of Q1 2026.
  • AssetMark Inc sold 381 Moody's shares in Q1 2026, an estimated $180K.
  • Moody's made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1099 holding.
  • AssetMark Inc first reported a position in Moody's in Q2 2015 and has held it in 44 quarters since.
  • AssetMark Inc's Moody's position peaked at $17.7M in Q2 2019.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.