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

Baker Ellis 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
2026
Q1 		$401K Hold
919
– – 0.05% 184
2025
Q4 		$469K Hold
919
– – 0.06% 172
2025
Q3 		$438K Buy
+919
New +$463K 0.05% 174

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

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

Baker Ellis Asset Management held its Moody's (MCO) position steady in Q1 2026 at 919 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #184.

Baker Ellis Asset Management first reported a position in MCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $469K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Baker Ellis Asset Management held 919 shares of Moody's worth $401K as of Q1 2026.
  • Baker Ellis Asset Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.05% of Baker Ellis Asset Management's portfolio in Q1 2026, its #184 holding.
  • Baker Ellis Asset Management first reported a position in Moody's in Q3 2025 and has held it in 3 quarters since.
  • Baker Ellis Asset Management's Moody's position peaked at $469K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.