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

Bellevue 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	–	Sell	-2	Closed	-$1.02K	–	447
2025 Q4	$1.02K	Buy	+2	New	+$976	﹤0.01%	486
2025 Q3	–	Sell	-2	Closed	-$1K	–	493
2025 Q2	$1K	Buy	+2	New	+$926	﹤0.01%	472
2024 Q2	–	Sell	-3	Closed	-$1.18K	–	472
2024 Q1	$1.18K	Hold	3	–	–	﹤0.01%	450
2023 Q4	$1.17K	Sell	3 -1	-25%	-$348	﹤0.01%	449
2023 Q3	$1.26K	Sell	4 -1	-20%	-$340	﹤0.01%	432
2023 Q2	$1.74K	Hold	5	–	–	﹤0.01%	422
2023 Q1	$1.53K	Hold	5	–	–	﹤0.01%	448
2022 Q4	$1.38K	Buy	+5	New	+$1.37K	﹤0.01%	449
2022 Q3	–	Sell	-4	Closed	-$1K	–	501
2022 Q2	$1K	Buy	4 +1	+33%	+$299	﹤0.01%	479
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	517
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	548
2021 Q3	$1K	Sell	3 -1	-25%	-$377	﹤0.01%	568
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	573
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	632
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	630
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	601
2020 Q2	$1K	Sell	4 -1	-20%	-$254	﹤0.01%	598
2020 Q1	$1K	Sell	5 -1	-17%	-$243	﹤0.01%	578
2019 Q4	$1K	Buy	+6	New	+$1.33K	﹤0.01%	506

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 $3.38T AUM 44.17% 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

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

Bellevue Asset Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 2 shares — an estimated $1.02K sold.

Bellevue Asset Management first reported a position in MCO in Q4 2019 and held it in 19 quarters. The position peaked at $1.74K in Q2 2023. 1,386 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Bellevue Asset Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 2 Moody's shares in Q1 2026, an estimated $1.02K.
Bellevue Asset Management first reported a position in Moody's in Q4 2019 and held it in 19 quarters.
Bellevue Asset Management's Moody's position peaked at $1.74K in Q2 2023.
1,386 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.