Bank of America’s Moody's MCO Stock Holding History

Bank of America’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
2024 Q4	–	Sell	-4,100	Closed	-$1.95M	–	8316
2024 Q3	$1.95M	Buy	+4,100	New	+$1.9M	﹤0.01%	4581
2018 Q4	–	Sell	-200,000	Closed	-$33.4M	–	7261
2018 Q3	$33.4M	Buy	+200,000	New	+$35.2M	0.01%	1408
2018 Q2	–	Sell	-48,300	Closed	-$7.79M	–	7225
2018 Q1	$7.79M	Buy	+48,300	New	+$7.82M	﹤0.01%	2659
2017 Q3	–	Sell	-251,100	Closed	-$30.6M	–	7179
2017 Q2	$30.6M	Sell	251,100 -80,300	-24%	-$9.4M	0.01%	1380
2017 Q1	$37.1M	Buy	331,400 +18,100	+6%	+$1.94M	0.01%	1238
2016 Q4	$29.5M	Buy	+313,300	New	+$31.6M	0.01%	1359
2015 Q1	–	Sell	-4,600	Closed	-$441K	–	7359
2014 Q4	$441K	Sell	4,600 -1,400	-23%	-$136K	﹤0.01%	4729
2014 Q3	$567K	Buy	6,000 +3,900	+186%	+$357K	﹤0.01%	4467
2014 Q2	$184K	Sell	2,100 -3,400	-62%	-$280K	﹤0.01%	5640
2014 Q1	$436K	Buy	5,500 +4,200	+323%	+$329K	﹤0.01%	4729
2013 Q4	$102K	Buy	1,300 +900	+225%	+$65.9K	﹤0.01%	6118
2013 Q3	$28K	Buy	+400	New	+$26.2K	﹤0.01%	6725

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Bank of America's MCO Position: Q1 2026 in Review

Bank of America reduced its Moody's (MCO) stake by 15% in Q1 2026, selling an estimated $57.1M and leaving 671,947 shares worth $293M. The position accounts for 0.02% of the portfolio, ranked #573.

Bank of America first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $405M in Q4 2025. 1,379 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Bank of America held 671,947 shares of Moody's worth $293M as of Q1 2026.
Bank of America sold 120,802 Moody's shares in Q1 2026, an estimated $57.1M.
Moody's made up 0.02% of Bank of America's portfolio in Q1 2026, its #573 holding.
Bank of America first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
Bank of America's Moody's position peaked at $405M in Q4 2025.
1,379 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.