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Bristol Gate Capital Partners’s Moody's MCO Stock Holding History

Bristol Gate 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 		$62.9M Sell
144,288
-10,693
-7% -$5.06M 4.06% 17
2025
Q4 		$79.2M Sell
154,981
-2,091
-1% -$1.02M 4.57% 12
2025
Q3 		$74.8M Sell
157,072
-5,211
-3% -$2.63M 4.42% 14
2025
Q2 		$81.4M Sell
162,283
-37,382
-19% -$17.3M 4.63% 9
2025
Q1 		$93M Sell
199,665
-30,448
-13% -$14.7M 4.54% 10
2024
Q4 		$109M Sell
230,113
-1,911
-0.8% -$912K 5.3% 3
2024
Q3 		$110M Sell
232,024
-1,199
-0.5% -$556K 5.04% 3
2024
Q2 		$98.2M Sell
233,223
-12,137
-5% -$4.83M 4.86% 3
2024
Q1 		$96.4M Sell
245,360
-956
-0.4% -$369K 4.53% 12
2023
Q4 		$96.2M Sell
246,316
-7,803
-3% -$2.71M 4.8% 5
2023
Q3 		$80.3M Sell
254,119
-7,510
-3% -$2.55M 4.48% 13
2023
Q2 		$91M Sell
261,629
-4,185
-2% -$1.33M 4.78% 8
2023
Q1 		$81.3M Buy
265,814
+2,318
+0.9% +$700K 4.41% 15
2022
Q4 		$73.4M Sell
263,496
-2,696
-1% -$737K 4.19% 19
2022
Q3 		$64.7M Sell
266,192
-7,970
-3% -$2.32M 3.98% 19
2022
Q2 		$74.6M Sell
274,162
-3,689
-1% -$1.1M 4.22% 15
2022
Q1 		$93.8M Buy
277,851
+9,708
+4% +$3.26M 4.59% 10
2021
Q4 		$105M Buy
268,143
+1,661
+0.6% +$641K 4.71% 10
2021
Q3 		$94.6M Buy
266,482
+7,123
+3% +$2.68M 4.86% 4
2021
Q2 		$94M Buy
259,359
+5,097
+2% +$1.7M 4.92% 3
2021
Q1 		$75.9M Buy
254,262
+34,286
+16% +$9.66M 4.53% 9
2020
Q4 		$63.8M Buy
219,976
+9,104
+4% +$2.55M 4.24% 17
2020
Q3 		$61.1M Buy
210,872
+14,449
+7% +$4.12M 4.62% 4
2020
Q2 		$54M Buy
+196,423
New +$49.9M 4.6% 2
2015
Q4 		– Sell
-200,035
Closed -$19.6M – 24
2015
Q3 		$19.6M Buy
200,035
+3,105
+2% +$330K 4.48% 16
2015
Q2 		$21.3M Buy
196,930
+97,986
+99% +$10.5M 4.61% 7
2015
Q1 		$10.3M Buy
98,944
+10,831
+12% +$1.05M 5.6% 1
2014
Q4 		$8.44M Buy
+88,113
New +$8.54M 4.45% 21

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

Bristol Gate Capital Partners's MCO Position: Q1 2026 in Review

Bristol Gate Capital Partners reduced its Moody's (MCO) stake by 6.9% in Q1 2026, selling an estimated $5.06M and leaving 144,288 shares worth $62.9M. The position accounts for 4.06% of the portfolio, ranked #17.

Bristol Gate Capital Partners first reported a position in MCO in Q4 2014 and has held it in 28 quarters since. The position peaked at $110M in Q3 2024. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Bristol Gate Capital Partners held 144,288 shares of Moody's worth $62.9M as of Q1 2026.
  • Bristol Gate Capital Partners sold 10,693 Moody's shares in Q1 2026, an estimated $5.06M.
  • Moody's made up 4.06% of Bristol Gate Capital Partners's portfolio in Q1 2026, its #17 holding.
  • Bristol Gate Capital Partners first reported a position in Moody's in Q4 2014 and has held it in 28 quarters since.
  • Bristol Gate Capital Partners's Moody's position peaked at $110M in Q3 2024.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.