Bluegrass Capital Partners’s Moody's MCO Stock Holding History

Bluegrass Capital Partners’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	$22.7M	Buy	52,000 +10,000	+24%	+$4.73M	16.35%	2
2025 Q4	$21.5M	Sell	42,000 -1,000	-2%	-$488K	12.82%	6
2025 Q3	$20.5M	Buy	43,000 +7,000	+19%	+$3.53M	13.41%	3
2025 Q2	$18.1M	Buy	36,000 +7,000	+24%	+$3.24M	12.52%	4
2025 Q1	$13.5M	Buy	29,000 +13,000	+81%	+$6.26M	11.58%	6
2024 Q4	$7.57M	Hold	16,000	–	–	6.72%	9
2024 Q3	$7.59M	Buy	16,000 +4,000	+33%	+$1.85M	6.93%	9
2024 Q2	$5.05M	Hold	12,000	–	–	5.16%	10
2024 Q1	$4.72M	Sell	12,000 -3,000	-20%	-$1.16M	4.92%	10
2023 Q4	$5.86M	Sell	15,000 -11,000	-42%	-$3.82M	6.93%	10
2023 Q3	$8.22M	Hold	26,000	–	–	9.98%	5
2023 Q2	$9.04M	Hold	26,000	–	–	9.75%	6
2023 Q1	$7.96M	Hold	26,000	–	–	8.83%	5
2022 Q4	$7.24M	Hold	26,000	–	–	9.01%	7
2022 Q3	$6.32M	Hold	26,000	–	–	6.24%	8
2022 Q2	$7.07M	Buy	26,000 +1,000	+4%	+$299K	6.4%	9
2022 Q1	$8.44M	Buy	25,000 +7,000	+39%	+$2.35M	5.81%	11
2021 Q4	$7.03M	Sell	18,000 -5,800	-24%	-$2.24M	5.18%	11
2021 Q3	$8.45M	Hold	23,800	–	–	5.4%	12
2021 Q2	$8.62M	Hold	23,800	–	–	4.9%	11
2021 Q1	$7.11M	Sell	23,800 -4,200	-15%	-$1.18M	4.78%	13
2020 Q4	$8.13M	Buy	+28,000	New	+$7.83M	6.96%	7

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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Bluegrass Capital Partners's MCO Position: Q1 2026 in Review

Bluegrass Capital Partners increased its Moody's (MCO) stake by 24% in Q1 2026, buying an estimated $4.73M and bringing the position to 52,000 shares worth $22.7M. The position accounts for 16.35% of the portfolio, ranked #2.

Bluegrass Capital Partners first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Bluegrass Capital Partners held 52,000 shares of Moody's worth $22.7M as of Q1 2026.
Bluegrass Capital Partners bought 10,000 Moody's shares in Q1 2026, an estimated $4.73M.
Moody's made up 16.35% of Bluegrass Capital Partners's portfolio in Q1 2026, its #2 holding.
Bluegrass Capital Partners first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bluegrass Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.