AMIM
MCO icon

Aull & Monroe Investment Management’s Moody's MCO Stock Holding History

Aull & Monroe Investment Management’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
-400
Closed -$204K – 128
2025
Q4 		$204K Buy
+400
New +$195K 0.1% 119
2025
Q3 		– Sell
-400
Closed -$201K – 126
2025
Q2 		$201K Buy
+400
New +$185K 0.11% 123

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

Aull & Monroe Investment Management's MCO Position: Q1 2026 in Review

Aull & Monroe Investment Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 400 shares — an estimated $204K sold.

Aull & Monroe Investment Management first reported a position in MCO in Q2 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Aull & Monroe Investment Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 400 Moody's shares in Q1 2026, an estimated $204K.
  • Aull & Monroe Investment Management first reported a position in Moody's in Q2 2025 and held it in 2 quarters.
  • Aull & Monroe Investment Management's Moody's position peaked at $204K in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.