Calamos Wealth Management’s Moody's MCO Stock Holding History

Calamos Wealth 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	$10.6M	Buy	24,196 +3,500	+17%	+$1.66M	0.36%	59
2025 Q4	$10.6M	Buy	20,696 +342	+2%	+$167K	0.36%	62
2025 Q3	$9.7M	Buy	20,354 +21	+0.1%	+$10.6K	0.35%	63
2025 Q2	$10.2M	Buy	20,333 +82	+0.4%	+$38K	0.43%	58
2025 Q1	$9.43M	Buy	20,251 +9	+0%	+$4.34K	0.47%	56
2024 Q4	$9.58M	Buy	+20,242	New	+$9.66M	0.48%	57
2022 Q2	–	Sell	-819	Closed	-$276K	–	337
2022 Q1	$276K	Buy	819 +52	+7%	+$17.5K	0.02%	291
2021 Q4	$300K	Buy	767 +42	+6%	+$16.2K	0.02%	286
2021 Q3	$257K	Hold	725	–	–	0.02%	295
2021 Q2	$263K	Buy	725 +28	+4%	+$9.32K	0.02%	298
2021 Q1	$208K	Buy	697 +4	+0.6%	+$1.13K	0.02%	285
2020 Q4	$201K	Hold	693	–	–	0.02%	275
2020 Q3	$201K	Buy	+693	New	+$198K	0.02%	252

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

Calamos Wealth Management's MCO Position: Q1 2026 in Review

Calamos Wealth Management increased its Moody's (MCO) stake by 17% in Q1 2026, buying an estimated $1.66M and bringing the position to 24,196 shares worth $10.6M. The position accounts for 0.36% of the portfolio, ranked #59.

Calamos Wealth Management first reported a position in MCO in Q3 2020 and has held it in 13 quarters since. The position peaked at $10.6M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Calamos Wealth Management held 24,196 shares of Moody's worth $10.6M as of Q1 2026.
Calamos Wealth Management bought 3,500 Moody's shares in Q1 2026, an estimated $1.66M.
Moody's made up 0.36% of Calamos Wealth Management's portfolio in Q1 2026, its #59 holding.
Calamos Wealth Management first reported a position in Moody's in Q3 2020 and has held it in 13 quarters since.
Calamos Wealth Management's Moody's position peaked at $10.6M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.