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Brasada Capital Management’s Moody's MCO Stock Holding History

Brasada Capital 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
-22,544
Closed -$11.3M – 160
2025
Q4 		$11.3M Sell
22,544
-1,677
-7% -$818K 1.9% 12
2025
Q3 		$11.7M Sell
24,221
-409
-2% -$206K 1.97% 12
2025
Q2 		$12.4M Sell
24,630
-1,056
-4% -$489K 2.11% 11
2025
Q1 		$10.2M Sell
25,686
-1,052
-4% -$507K 2.03% 15
2024
Q4 		$12.2M Sell
26,738
-227
-0.8% -$108K 2.14% 13
2024
Q3 		$12.7M Sell
26,965
-205
-0.8% -$95K 2.21% 12
2024
Q2 		$12M Buy
27,170
+37
+0.1% +$14.7K 2.1% 13
2024
Q1 		$10.7M Sell
27,133
-355
-1% -$137K 1.88% 15
2023
Q4 		$10.7M Sell
27,488
-720
-3% -$250K 2.07% 12
2023
Q3 		$8.98M Sell
28,208
-1,737
-6% -$591K 2.1% 11
2023
Q2 		$10.4M Buy
29,945
+3,266
+12% +$1.04M 2.26% 10
2023
Q1 		$8.16M Buy
26,679
+2,345
+10% +$709K 1.82% 13
2022
Q4 		$6.78M Sell
24,334
-1,534
-6% -$420K 1.56% 19
2022
Q3 		$6.29M Sell
25,868
-90
-0.3% -$26.1K 1.49% 22
2022
Q2 		$7.06M Buy
25,958
+159
+0.6% +$47.6K 1.58% 18
2022
Q1 		$8.71M Buy
25,799
+180
+0.7% +$60.5K 1.65% 21
2021
Q4 		$9.06M Buy
25,619
+884
+4% +$341K 1.71% 20
2021
Q3 		$8.78M Buy
24,735
+40
+0.2% +$15.1K 1.72% 16
2021
Q2 		$8.95M Sell
24,695
-74
-0.3% -$24.6K 1.75% 14
2021
Q1 		$7.4M Sell
24,769
-3,511
-12% -$989K 1.6% 17
2020
Q4 		$8.21M Buy
28,280
+10,847
+62% +$3.03M 1.88% 14
2020
Q3 		$5.05M Buy
17,433
+5,098
+41% +$1.46M 1.28% 28
2020
Q2 		$3.39M Buy
+12,335
New +$3.13M 0.95% 35
2019
Q1 		– Sell
-26
Closed -$4K – 211
2018
Q4 		$4K Hold
26
– – ﹤0.01% 259
2018
Q3 		$4K Buy
+26
New +$4.57K ﹤0.01% 345

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

Brasada Capital Management's MCO Position: Q1 2026 in Review

Brasada Capital Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 22,544 shares — an estimated $11.3M sold.

Brasada Capital Management first reported a position in MCO in Q3 2018 and held it in 25 quarters. The position peaked at $12.7M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Brasada Capital Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Brasada Capital Management sold 22,544 Moody's shares in Q1 2026, an estimated $11.3M.
  • Brasada Capital Management first reported a position in Moody's in Q3 2018 and held it in 25 quarters.
  • Brasada Capital Management's Moody's position peaked at $12.7M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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