Caldwell Trust’s Moody's MCO Stock Holding History

Caldwell Trust’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	$262K	Hold	600	–	–	0.02%	298
2025 Q4	$307K	Hold	600	–	–	0.03%	277
2025 Q3	$286K	Hold	600	–	–	0.03%	277
2025 Q2	$301K	Hold	600	–	–	0.03%	266
2025 Q1	$279K	Hold	600	–	–	0.03%	278
2024 Q4	$284K	Hold	600	–	–	0.03%	278
2024 Q3	$285K	Sell	600 -60	-9%	-$27.8K	0.03%	275
2024 Q2	$278K	Hold	660	–	–	0.03%	273
2024 Q1	$259K	Hold	660	–	–	0.03%	282
2023 Q4	$258K	Hold	660	–	–	0.03%	271
2023 Q3	$209K	Hold	660	–	–	0.03%	288
2023 Q2	$229K	Hold	660	–	–	0.03%	276
2023 Q1	$202K	Hold	660	–	–	0.03%	282
2022 Q4	$184K	Hold	660	–	–	0.03%	289
2022 Q3	$160K	Hold	660	–	–	0.02%	294
2022 Q2	$180K	Hold	660	–	–	0.02%	288
2022 Q1	$223K	Hold	660	–	–	0.03%	271
2021 Q4	$258K	Hold	660	–	–	0.03%	254
2021 Q3	$234K	Hold	660	–	–	0.03%	256
2021 Q2	$239K	Hold	660	–	–	0.03%	261
2021 Q1	$197K	Hold	660	–	–	0.03%	272
2020 Q4	$192K	Buy	660 +105	+19%	+$29.4K	0.03%	257
2020 Q3	$161K	Hold	555	–	–	0.03%	272
2020 Q2	$152K	Hold	555	–	–	0.03%	275
2020 Q1	$117K	Sell	555 -245	-31%	-$59.5K	0.02%	300
2019 Q4	$190K	Buy	+800	New	+$178K	0.03%	270

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

Caldwell Trust's MCO Position: Q1 2026 in Review

Caldwell Trust held its Moody's (MCO) position steady in Q1 2026 at 600 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #298.

Caldwell Trust first reported a position in MCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $307K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Caldwell Trust held 600 shares of Moody's worth $262K as of Q1 2026.
Caldwell Trust left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #298 holding.
Caldwell Trust first reported a position in Moody's in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Moody's position peaked at $307K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.