Baker Avenue Asset Management’s Moody's MCO Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-2,000	Closed	-$632	–	1031
2023 Q3	$632	Hold	2,000	–	–	﹤0.01%	1383
2023 Q2	$695	Sell	2,000 -2,000	-50%	-$634K	﹤0.01%	1296
2023 Q1	$1.22K	Hold	4,000	–	–	﹤0.01%	1115
2022 Q4	$1.11K	Buy	4,000 +500	+14%	+$137K	﹤0.01%	1065
2022 Q3	$851K	Buy	3,500 +1,000	+40%	+$291K	0.05%	174
2022 Q2	$680K	Buy	+2,500	New	+$748K	0.04%	180

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

Baker Avenue Asset Management's MCO Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Moody's (MCO) stake by 45% in Q1 2026, buying an estimated $179K and bringing the position to 1,226 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #406.

Baker Avenue Asset Management first reported a position in MCO in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.32M in Q1 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Baker Avenue Asset Management held 1,226 shares of Moody's worth $535K as of Q1 2026.
Baker Avenue Asset Management bought 378 Moody's shares in Q1 2026, an estimated $179K.
Moody's made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #406 holding.
Baker Avenue Asset Management first reported a position in Moody's in Q4 2021 and has held it in 11 quarters since.
Baker Avenue Asset Management's Moody's position peaked at $2.32M in Q1 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.