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Ballast Advisors’s Moody's MCO Stock Holding History

Ballast Advisors’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 		$1.37M Buy
3,134
+22
+0.7% +$10.4K 0.4% 38
2025
Q4 		$1.59M Buy
3,112
+52
+2% +$25.4K 0.44% 35
2025
Q3 		$1.46M Buy
3,060
+87
+3% +$43.9K 0.4% 36
2025
Q2 		$1.49M Buy
2,973
+109
+4% +$50.5K 0.44% 38
2025
Q1 		$1.33M Buy
2,864
+213
+8% +$103K 0.43% 37
2024
Q4 		$1.25M Buy
2,651
+242
+10% +$115K 0.39% 40
2024
Q3 		$1.14M Buy
2,409
+9
+0.4% +$4.17K 0.35% 44
2024
Q2 		$1.01M Buy
2,400
+162
+7% +$64.5K 0.32% 47
2024
Q1 		$880K Buy
2,238
+171
+8% +$65.9K 0.3% 47
2023
Q4 		$807K Buy
2,067
+727
+54% +$253K 0.3% 47
2023
Q3 		$424K Buy
+1,340
New +$456K 0.17% 74

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

Ballast Advisors's MCO Position: Q1 2026 in Review

Ballast Advisors increased its Moody's (MCO) stake by 0.71% in Q1 2026, buying an estimated $10.4K and bringing the position to 3,134 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #38.

Ballast Advisors first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ballast Advisors held 3,134 shares of Moody's worth $1.37M as of Q1 2026.
  • Ballast Advisors bought 22 Moody's shares in Q1 2026, an estimated $10.4K.
  • Moody's made up 0.4% of Ballast Advisors's portfolio in Q1 2026, its #38 holding.
  • Ballast Advisors first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
  • Ballast Advisors's Moody's position peaked at $1.59M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.