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Bare Financial Services’s Moody's MCO Stock Holding History

Bare Financial Services’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 		$6.98K Sell
16
-8
-33% -$3.78K ﹤0.01% 511
2025
Q4 		$12.3K Buy
24
+1
+4% +$488 ﹤0.01% 183
2025
Q3 		$11K Buy
23
+1
+5% +$504 ﹤0.01% 210
2025
Q2 		$11K Buy
22
+16
+267% +$7.41K ﹤0.01% 162
2025
Q1 		$2.79K Buy
+6
New +$2.89K ﹤0.01% 187

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

Bare Financial Services's MCO Position: Q1 2026 in Review

Bare Financial Services reduced its Moody's (MCO) stake by 33% in Q1 2026, selling an estimated $3.78K and leaving 16 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Bare Financial Services first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.3K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Bare Financial Services held 16 shares of Moody's worth $6.98K as of Q1 2026.
  • Bare Financial Services sold 8 Moody's shares in Q1 2026, an estimated $3.78K.
  • Moody's made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #511 holding.
  • Bare Financial Services first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Moody's position peaked at $12.3K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.