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Brown, Lisle/Cummings’s Moody's MCO Stock Holding History

Brown, Lisle/Cummings’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 		$17.9K Buy
41
+32
+356% +$15.1K ﹤0.01% 488
2025
Q4 		$4.6K Hold
9
– – ﹤0.01% 566
2025
Q3 		$4.29K Hold
9
– – ﹤0.01% 581
2025
Q2 		$4.51K Hold
9
– – ﹤0.01% 574
2025
Q1 		$4.19K Buy
+9
New +$4.34K ﹤0.01% 569

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

Brown, Lisle/Cummings's MCO Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Moody's (MCO) stake by 356% in Q1 2026, buying an estimated $15.1K and bringing the position to 41 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Brown, Lisle/Cummings first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Brown, Lisle/Cummings held 41 shares of Moody's worth $17.9K as of Q1 2026.
  • Brown, Lisle/Cummings bought 32 Moody's shares in Q1 2026, an estimated $15.1K.
  • Moody's made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #488 holding.
  • Brown, Lisle/Cummings first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.