Capital Group Private Client Services’s Moody's MCO Stock Holding History

Capital Group Private Client Services’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	–	Sell	-715	Closed	-$365K	–	273
2025 Q4	$365K	Hold	715	–	–	0.01%	260
2025 Q3	$341K	Hold	715	–	–	0.01%	261
2025 Q2	$359K	Hold	715	–	–	﹤0.01%	265
2025 Q1	$333K	Hold	715	–	–	﹤0.01%	261
2024 Q4	$338K	Hold	715	–	–	﹤0.01%	259
2024 Q3	$339K	Sell	715 -15	-2%	-$6.95K	﹤0.01%	253
2024 Q2	$307K	Hold	730	–	–	﹤0.01%	255
2024 Q1	$287K	Sell	730 -37,410	-98%	-$14.4M	﹤0.01%	250
2023 Q4	$14.9M	Sell	38,140 -1,036	-3%	-$360K	0.15%	123
2023 Q3	$12.4M	Sell	39,176 -313	-0.8%	-$106K	0.15%	120
2023 Q2	$13.7M	Sell	39,489 -52,992	-57%	-$16.8M	0.16%	116
2023 Q1	$28.3M	Sell	92,481 -18,593	-17%	-$5.62M	0.35%	90
2022 Q4	$30.9M	Sell	111,074 -1,030	-0.9%	-$282K	0.39%	78
2022 Q3	$27.3M	Sell	112,104 -93,586	-45%	-$27.2M	0.38%	80
2022 Q2	$55.9M	Sell	205,690 -97,543	-32%	-$29.2M	0.72%	45
2022 Q1	$102M	Sell	303,233 -18,143	-6%	-$6.1M	1.12%	27
2021 Q4	$126M	Sell	321,376 -5,117	-2%	-$1.97M	1.34%	18
2021 Q3	$116M	Buy	+326,493	New	+$123M	1.34%	20

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Capital Group Private Client Services's MCO Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Moody's (MCO) in Q1 2026, closing a stake of 715 shares — an estimated $365K sold.

Capital Group Private Client Services first reported a position in MCO in Q3 2021 and held it in 18 quarters. The position peaked at $126M in Q4 2021. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Capital Group Private Client Services reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Capital Group Private Client Services sold 715 Moody's shares in Q1 2026, an estimated $365K.
Capital Group Private Client Services first reported a position in Moody's in Q3 2021 and held it in 18 quarters.
Capital Group Private Client Services's Moody's position peaked at $126M in Q4 2021.
1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.