Ballast Inc’s Moody's MCO Stock Holding History

Ballast Inc’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	-445	Closed	-$227K	–	136
2025 Q4	$227K	Buy	+445	New	+$217K	0.05%	128
2025 Q3	–	Sell	-575	Closed	-$288K	–	137
2025 Q2	$288K	Sell	575 -40	-7%	-$18.5K	0.08%	108
2025 Q1	$286K	Buy	+615	New	+$296K	0.08%	112

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

PAM

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

Ballast Inc's MCO Position: Q1 2026 in Review

Ballast Inc sold out of Moody's (MCO) in Q1 2026, closing a stake of 445 shares — an estimated $227K sold.

Ballast Inc first reported a position in MCO in Q1 2025 and held it in 3 quarters. The position peaked at $288K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Ballast Inc reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Ballast Inc sold 445 Moody's shares in Q1 2026, an estimated $227K.
Ballast Inc first reported a position in Moody's in Q1 2025 and held it in 3 quarters.
Ballast Inc's Moody's position peaked at $288K in Q2 2025.
1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ballast Inc's 13F filing for Q1 2026, filed 15 May 2026.