Bahl & Gaynor’s Moody's MCO Stock Holding History

Bahl & Gaynor’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
2025 Q4	–	Sell	-2,516	Closed	-$1.2M	–	333
2025 Q3	$1.2M	Hold	2,516	–	–	0.01%	225
2025 Q2	$1.26M	Hold	2,516	–	–	0.01%	224
2025 Q1	$1.17M	Sell	2,516 -11	-0.4%	-$5.3K	0.01%	231
2024 Q4	$1.2M	Hold	2,527	–	–	0.01%	235
2024 Q3	$1.2M	Hold	2,527	–	–	0.01%	241
2024 Q2	$1.06M	Hold	2,527	–	–	0.01%	240
2024 Q1	$993K	Hold	2,527	–	–	0.01%	248
2023 Q4	$987K	Sell	2,527 -10	-0.4%	-$3.48K	0.01%	244
2023 Q3	$802K	Sell	2,537 -33	-1%	-$11.2K	0.01%	249
2023 Q2	$894K	Sell	2,570 -188	-7%	-$59.6K	0.01%	250
2023 Q1	$844K	Sell	2,758 -22	-0.8%	-$6.65K	﹤0.01%	250
2022 Q4	$775K	Buy	2,780 +80	+3%	+$21.9K	﹤0.01%	251
2022 Q3	$656K	Sell	2,700 -166	-6%	-$48.2K	﹤0.01%	254
2022 Q2	$779K	Hold	2,866	–	–	0.01%	255
2022 Q1	$967K	Hold	2,866	–	–	0.01%	249
2021 Q4	$1.12M	Hold	2,866	–	–	0.01%	249
2021 Q3	$1.02M	Hold	2,866	–	–	0.01%	259
2021 Q2	$1.04M	Hold	2,866	–	–	0.01%	261
2021 Q1	$856K	Sell	2,866 -110	-4%	-$31K	0.01%	268
2020 Q4	$864K	Hold	2,976	–	–	0.01%	269
2020 Q3	$863K	Hold	2,976	–	–	0.01%	265
2020 Q2	$818K	Hold	2,976	–	–	0.01%	269
2020 Q1	$629K	Hold	2,976	–	–	0.01%	272
2019 Q4	$707K	Buy	2,976 +16	+0.5%	+$3.56K	﹤0.01%	292
2019 Q3	$606K	Hold	2,960	–	–	﹤0.01%	297
2019 Q2	$578K	Hold	2,960	–	–	﹤0.01%	299
2019 Q1	$536K	Hold	2,960	–	–	﹤0.01%	295
2018 Q4	$415K	Hold	2,960	–	–	﹤0.01%	299
2018 Q3	$495K	Hold	2,960	–	–	0.01%	306
2018 Q2	$505K	Hold	2,960	–	–	0.01%	307
2018 Q1	$477K	Hold	2,960	–	–	0.01%	337
2017 Q4	$437K	Hold	2,960	–	–	﹤0.01%	345
2017 Q3	$412K	Hold	2,960	–	–	﹤0.01%	339
2017 Q2	$360K	Hold	2,960	–	–	﹤0.01%	356
2017 Q1	$332K	Sell	2,960 -232	-7%	-$24.9K	﹤0.01%	345
2016 Q4	$301K	Buy	3,192 +232	+8%	+$23.4K	﹤0.01%	354
2016 Q3	$321K	Hold	2,960	–	–	﹤0.01%	349
2016 Q2	$277K	Hold	2,960	–	–	﹤0.01%	370
2016 Q1	$286K	Hold	2,960	–	–	﹤0.01%	364
2015 Q4	$297K	Hold	2,960	–	–	﹤0.01%	370
2015 Q3	$291K	Hold	2,960	–	–	﹤0.01%	374
2015 Q2	$320K	Hold	2,960	–	–	﹤0.01%	379
2015 Q1	$307K	Buy	2,960 +400	+16%	+$38.7K	﹤0.01%	375
2014 Q4	$245K	Hold	2,560	–	–	﹤0.01%	388
2014 Q3	$242K	Hold	2,560	–	–	﹤0.01%	387
2014 Q2	$224K	Hold	2,560	–	–	﹤0.01%	381
2014 Q1	$203K	Hold	2,560	–	–	﹤0.01%	384
2013 Q4	$201K	Buy	+2,560	New	+$187K	﹤0.01%	374

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bahl & Gaynor's MCO Position: Q4 2025 in Review

Bahl & Gaynor sold out of Moody's (MCO) in Q4 2025, closing a stake of 2,516 shares — an estimated $1.2M sold.

Bahl & Gaynor first reported a position in MCO in Q4 2013 and held it in 48 quarters. The position peaked at $1.26M in Q2 2025. 1,424 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Bahl & Gaynor reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Bahl & Gaynor sold 2,516 Moody's shares in Q4 2025, an estimated $1.2M.
Bahl & Gaynor first reported a position in Moody's in Q4 2013 and held it in 48 quarters.
Bahl & Gaynor's Moody's position peaked at $1.26M in Q2 2025.
1,424 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Bahl & Gaynor's 13F filing for Q4 2025, filed 12 Feb 2026.