Boothbay Fund Management’s Moody's MCO Stock Holding History

Boothbay Fund 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	$2.27M	Buy	+5,200	New	+$2.46M	0.03%	563
2024 Q3	–	Sell	-7,200	Closed	-$3.03M	–	1804
2024 Q2	$3.03M	Buy	+7,200	New	+$2.86M	0.07%	358
2023 Q3	–	Sell	-10,900	Closed	-$3.79M	–	1941
2023 Q2	$3.79M	Buy	+10,900	New	+$3.46M	0.08%	323
2022 Q3	–	Sell	-12,700	Closed	-$3.45M	–	2450
2022 Q2	$3.45M	Buy	+12,700	New	+$3.8M	0.09%	322
2021 Q4	–	Sell	-56,800	Closed	-$20.2M	–	2084
2021 Q3	$20.2M	Buy	+56,800	New	+$21.4M	0.56%	14
2017 Q3	–	Sell	-12,500	Closed	-$1.52M	–	708
2017 Q2	$1.52M	Sell	12,500 -2,400	-16%	-$281K	0.32%	61
2017 Q1	$1.67M	Buy	+14,900	New	+$1.6M	0.31%	52

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

Boothbay Fund Management's MCO Position: Q1 2026 in Review

Boothbay Fund Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 12,020 shares — an estimated $5.69M sold.

Boothbay Fund Management first reported a position in MCO in Q4 2016 and held it in 21 quarters. The position peaked at $11.7M in Q2 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Boothbay Fund Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Boothbay Fund Management sold 12,020 Moody's shares in Q1 2026, an estimated $5.69M.
Boothbay Fund Management first reported a position in Moody's in Q4 2016 and held it in 21 quarters.
Boothbay Fund Management's Moody's position peaked at $11.7M in Q2 2023.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.