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Bruce G. Allen Investments’s Moody's MCO Stock Holding History

Bruce G. Allen Investments’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 		$40.6K Buy
93
+83
+830% +$39.3K 0.03% 296
2025
Q4 		$5.11K Buy
10
+1
+11% +$488 ﹤0.01% 560
2025
Q3 		$4.29K Hold
9
– – ﹤0.01% 588
2025
Q2 		$4.51K Hold
9
– – ﹤0.01% 582
2025
Q1 		$4.19K Hold
9
– – ﹤0.01% 586
2024
Q4 		$4.26K Hold
9
– – ﹤0.01% 601
2024
Q3 		$4.27K Hold
9
– – ﹤0.01% 603
2024
Q2 		$3.79K Sell
9
-3
-25% -$1.19K ﹤0.01% 602
2024
Q1 		$4.72K Sell
12
-8
-40% -$3.08K ﹤0.01% 600
2023
Q4 		$7.81K Buy
+20
New +$6.95K 0.01% 528

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

Bruce G. Allen Investments's MCO Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Moody's (MCO) stake by 830% in Q1 2026, buying an estimated $39.3K and bringing the position to 93 shares worth $40.6K. The position accounts for 0.03% of the portfolio, ranked #296.

Bruce G. Allen Investments first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Bruce G. Allen Investments held 93 shares of Moody's worth $40.6K as of Q1 2026.
  • Bruce G. Allen Investments bought 83 Moody's shares in Q1 2026, an estimated $39.3K.
  • Moody's made up 0.03% of Bruce G. Allen Investments's portfolio in Q1 2026, its #296 holding.
  • Bruce G. Allen Investments first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.