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Callan Family Office’s Moody's MCO Stock Holding History

Callan Family Office’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 		$2.37M Sell
5,441
-1,114
-17% -$527K 0.05% 310
2025
Q4 		$3.35M Buy
6,555
+1,267
+24% +$618K 0.07% 248
2025
Q3 		$2.52M Sell
5,288
-4,002
-43% -$2.02M 0.08% 236
2025
Q2 		$4.66M Buy
9,290
+6,749
+266% +$3.13M 0.15% 164
2025
Q1 		$1.18M Sell
2,541
-782
-24% -$377K 0.09% 194
2024
Q4 		$1.57M Buy
+3,323
New +$1.59M 0.1% 176

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

Callan Family Office's MCO Position: Q1 2026 in Review

Callan Family Office reduced its Moody's (MCO) stake by 17% in Q1 2026, selling an estimated $527K and leaving 5,441 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #310.

Callan Family Office first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.66M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Callan Family Office held 5,441 shares of Moody's worth $2.37M as of Q1 2026.
  • Callan Family Office sold 1,114 Moody's shares in Q1 2026, an estimated $527K.
  • Moody's made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #310 holding.
  • Callan Family Office first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Moody's position peaked at $4.66M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.