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Boston Trust Walden’s Moody's MCO Stock Holding History

Boston Trust Walden’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 		$3.12M Buy
7,150
+50
+0.7% +$23.7K 0.03% 247
2025
Q4 		$3.63M Sell
7,100
-200
-3% -$97.6K 0.03% 234
2025
Q3 		$3.48M Sell
7,300
-100
-1% -$50.4K 0.03% 234
2025
Q2 		$3.71M Buy
7,400
+20
+0.3% +$9.26K 0.03% 231
2025
Q1 		$3.44M Sell
7,380
-100
-1% -$48.2K 0.03% 232
2024
Q4 		$3.54M Sell
7,480
-45
-0.6% -$21.5K 0.02% 235
2024
Q3 		$3.57M Sell
7,525
-50
-0.7% -$23.2K 0.02% 234
2024
Q2 		$3.19M Sell
7,575
-55
-0.7% -$21.9K 0.02% 234
2024
Q1 		$3M Sell
7,630
-138
-2% -$53.2K 0.02% 235
2023
Q4 		$3.03M Sell
7,768
-34
-0.4% -$11.8K 0.02% 234
2023
Q3 		$2.47M Sell
7,802
-1
-0% -$340 0.02% 237
2023
Q2 		$2.71M Sell
7,803
-205
-3% -$65K 0.02% 237
2023
Q1 		$2.45M Sell
8,008
-9,475
-54% -$2.86M 0.02% 242
2022
Q4 		$4.87M Sell
17,483
-80,955
-82% -$22.1M 0.04% 235
2022
Q3 		$23.9M Sell
98,438
-25,982
-21% -$7.55M 0.24% 148
2022
Q2 		$33.8M Sell
124,420
-31,313
-20% -$9.37M 0.32% 112
2022
Q1 		$52.5M Buy
155,733
+3,330
+2% +$1.12M 0.43% 82
2021
Q4 		$59.5M Buy
152,403
+1,163
+0.8% +$449K 0.48% 66
2021
Q3 		$53.7M Buy
151,240
+6,494
+4% +$2.45M 0.48% 70
2021
Q2 		$52.5M Buy
144,746
+6,286
+5% +$2.09M 0.47% 66
2021
Q1 		$41.3M Buy
138,460
+46,667
+51% +$13.1M 0.4% 85
2020
Q4 		$26.6M Buy
91,793
+87,688
+2,136% +$24.5M 0.28% 127
2020
Q3 		$1.19M Hold
4,105
– – 0.01% 276
2020
Q2 		$1.13M Hold
4,105
– – 0.02% 277
2020
Q1 		$868K Hold
4,105
– – 0.01% 279
2019
Q4 		$975K Hold
4,105
– – 0.01% 292
2019
Q3 		$841K Hold
4,105
– – 0.01% 294
2019
Q2 		$802K Buy
4,105
+400
+11% +$75.9K 0.01% 305
2019
Q1 		$671K Hold
3,705
– – 0.01% 318
2018
Q4 		$519K Hold
3,705
– – 0.01% 323
2018
Q3 		$619K Hold
3,705
– – 0.01% 323
2018
Q2 		$632K Sell
3,705
-125
-3% -$21.2K 0.01% 317
2018
Q1 		$618K Sell
3,830
-18,620
-83% -$3.01M 0.01% 320
2017
Q4 		$3.31M Sell
22,450
-140
-0.6% -$20.5K 0.05% 245
2017
Q3 		$3.15M Sell
22,590
-2,685
-11% -$353K 0.05% 251
2017
Q2 		$3.08M Sell
25,275
-17,565
-41% -$2.06M 0.05% 249
2017
Q1 		$4.8M Sell
42,840
-71,097
-62% -$7.62M 0.07% 222
2016
Q4 		$10.7M Buy
113,937
+2,927
+3% +$295K 0.17% 173
2016
Q3 		$12M Buy
111,010
+30,165
+37% +$3.17M 0.2% 166
2016
Q2 		$7.58M Buy
80,845
+4,560
+6% +$441K 0.13% 191
2016
Q1 		$7.37M Buy
76,285
+6,785
+10% +$610K 0.13% 198
2015
Q4 		$6.97M Buy
69,500
+19,305
+38% +$1.93M 0.13% 197
2015
Q3 		$4.93M Buy
50,195
+45,329
+932% +$4.82M 0.08% 223
2015
Q2 		$525K Buy
4,866
+36
+0.7% +$3.88K 0.01% 313
2015
Q1 		$501K Hold
4,830
– – 0.01% 310
2014
Q4 		$463K Hold
4,830
– – 0.01% 313
2014
Q3 		$456K Hold
4,830
– – 0.01% 311
2014
Q2 		$423K Hold
4,830
– – 0.01% 306
2014
Q1 		$383K Hold
4,830
– – 0.01% 291
2013
Q4 		$379K Hold
4,830
– – 0.01% 298
2013
Q3 		$340K Sell
4,830
-300
-6% -$19.7K 0.01% 293
2013
Q2 		$313K Buy
+5,130
New +$311K 0.01% 292

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

Boston Trust Walden's MCO Position: Q1 2026 in Review

Boston Trust Walden increased its Moody's (MCO) stake by 0.7% in Q1 2026, buying an estimated $23.7K and bringing the position to 7,150 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #247.

Boston Trust Walden first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $59.5M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Boston Trust Walden held 7,150 shares of Moody's worth $3.12M as of Q1 2026.
  • Boston Trust Walden bought 50 Moody's shares in Q1 2026, an estimated $23.7K.
  • Moody's made up 0.03% of Boston Trust Walden's portfolio in Q1 2026, its #247 holding.
  • Boston Trust Walden first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Boston Trust Walden's Moody's position peaked at $59.5M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.