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Bell Asset Management’s Moody's MCO Stock Holding History

Bell 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 		$2.31M Sell
5,284
-119
-2% -$56.3K 0.68% 57
2025
Q4 		$2.78M Buy
5,403
+35
+0.7% +$17.1K 0.74% 58
2025
Q3 		$2.56M Sell
5,368
-1,667
-24% -$840K 0.7% 59
2025
Q2 		$3.53M Sell
7,035
-1,950
-22% -$903K 0.78% 58
2025
Q1 		$4.18M Buy
8,985
+2,014
+29% +$970K 0.77% 60
2024
Q4 		$3.3M Sell
6,971
-84
-1% -$40.1K 0.6% 63
2024
Q3 		$3.35M Sell
7,055
-7,772
-52% -$3.6M 0.61% 62
2024
Q2 		$6.24M Sell
14,827
-105
-0.7% -$41.8K 0.88% 55
2024
Q1 		$5.87M Sell
14,932
-45
-0.3% -$17.4K 0.86% 57
2023
Q4 		$5.85M Sell
14,977
-2,464
-14% -$856K 0.89% 60
2023
Q3 		$5.51M Buy
17,441
+1,521
+10% +$517K 0.91% 57
2023
Q2 		$5.54M Sell
15,920
-2,126
-12% -$674K 0.95% 58
2023
Q1 		$5.52M Sell
18,046
-111
-0.6% -$33.5K 1.01% 53
2022
Q4 		$5.06M Sell
18,157
-2,135
-11% -$584K 0.95% 54
2022
Q3 		$4.93M Sell
20,292
-3,114
-13% -$905K 1% 52
2022
Q2 		$6.37M Buy
23,406
+525
+2% +$157K 1.26% 42
2022
Q1 		$7.72M Buy
22,881
+2,326
+11% +$782K 1.33% 38
2021
Q4 		$8.03M Buy
20,555
+111
+0.5% +$42.8K 1.29% 40
2021
Q3 		$7.26M Sell
20,444
-3,645
-15% -$1.37M 1.24% 40
2021
Q2 		$8.73M Sell
24,089
-128
-0.5% -$42.6K 1.71% 20
2021
Q1 		$7.23M Buy
24,217
+1,123
+5% +$316K 1.55% 25
2020
Q4 		$6.7M Buy
23,094
+6,115
+36% +$1.71M 1.47% 32
2020
Q3 		$4.92M Buy
16,979
+208
+1% +$59.4K 1.22% 43
2020
Q2 		$4.61M Sell
16,771
-13
-0.1% -$3.3K 1.25% 44
2020
Q1 		$3.55M Buy
+16,784
New +$4.08M 1.11% 51

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

Bell Asset Management's MCO Position: Q1 2026 in Review

Bell Asset Management reduced its Moody's (MCO) stake by 2.2% in Q1 2026, selling an estimated $56.3K and leaving 5,284 shares worth $2.31M. The position accounts for 0.68% of the portfolio, ranked #57.

Bell Asset Management first reported a position in MCO in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.73M in Q2 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Bell Asset Management held 5,284 shares of Moody's worth $2.31M as of Q1 2026.
  • Bell Asset Management sold 119 Moody's shares in Q1 2026, an estimated $56.3K.
  • Moody's made up 0.68% of Bell Asset Management's portfolio in Q1 2026, its #57 holding.
  • Bell Asset Management first reported a position in Moody's in Q1 2020 and has held it in 25 quarters since.
  • Bell Asset Management's Moody's position peaked at $8.73M in Q2 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.