Broadleaf Partners’s Moody's MCO Stock Holding History

Broadleaf 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	$445K	Hold	1,020	–	–	0.1%	58
2025 Q4	$521K	Hold	1,020	–	–	0.11%	54
2025 Q3	$486K	Hold	1,020	–	–	0.1%	54
2025 Q2	$512K	Hold	1,020	–	–	0.11%	56
2025 Q1	$475K	Hold	1,020	–	–	0.12%	61
2024 Q4	$483K	Hold	1,020	–	–	0.11%	57
2024 Q3	$484K	Hold	1,020	–	–	0.11%	57
2024 Q2	$429K	Sell	1,020 -20	-2%	-$7.96K	0.1%	55
2024 Q1	$409K	Hold	1,040	–	–	0.1%	60
2023 Q4	$406K	Hold	1,040	–	–	0.12%	60
2023 Q3	$329K	Hold	1,040	–	–	0.11%	56
2023 Q2	$362K	Hold	1,040	–	–	0.12%	55
2023 Q1	$318K	Hold	1,040	–	–	0.11%	63
2022 Q4	$290K	Hold	1,040	–	–	0.11%	61
2022 Q3	$253K	Hold	1,040	–	–	0.11%	62
2022 Q2	$283K	Sell	1,040 -20	-2%	-$5.98K	0.12%	60
2022 Q1	$358K	Hold	1,060	–	–	0.12%	56
2021 Q4	$414K	Hold	1,060	–	–	0.13%	55
2021 Q3	$376K	Sell	1,060 -10	-0.9%	-$3.77K	0.12%	57
2021 Q2	$388K	Hold	1,070	–	–	0.13%	59
2021 Q1	$320K	Hold	1,070	–	–	0.12%	60
2020 Q4	$311K	Hold	1,070	–	–	0.12%	57
2020 Q3	$310K	Hold	1,070	–	–	0.14%	54
2020 Q2	$294K	Hold	1,070	–	–	0.14%	54
2020 Q1	$226K	Hold	1,070	–	–	0.15%	53
2019 Q4	$254K	Hold	1,070	–	–	0.14%	59
2019 Q3	$219K	Buy	+1,070	New	+$224K	0.14%	54

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

Broadleaf Partners's MCO Position: Q1 2026 in Review

Broadleaf Partners held its Moody's (MCO) position steady in Q1 2026 at 1,020 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #58.

Broadleaf Partners first reported a position in MCO in Q3 2019 and has held it in 27 quarters since. The position peaked at $521K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Broadleaf Partners held 1,020 shares of Moody's worth $445K as of Q1 2026.
Broadleaf Partners left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.1% of Broadleaf Partners's portfolio in Q1 2026, its #58 holding.
Broadleaf Partners first reported a position in Moody's in Q3 2019 and has held it in 27 quarters since.
Broadleaf Partners's Moody's position peaked at $521K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.