BFM
MCO icon

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
2025
Q3 		– Sell
-16,300
Closed -$8.18M – 2045
2025
Q2 		$8.18M Buy
+16,300
New +$7.55M 0.16% 171
2022
Q2 		– Sell
-9,100
Closed -$3.07M – 2497
2022
Q1 		$3.07M Sell
9,100
-2,600
-22% -$874K 0.07% 386
2021
Q4 		$4.57M Buy
+11,700
New +$4.51M 0.11% 216

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

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.