Carson Advisory’s Moody's MCO Stock Holding History

Carson Advisory’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	$314K	Hold	720	–	–	0.16%	128
2025 Q4	$368K	Hold	720	–	–	0.19%	107
2025 Q3	$343K	Hold	720	–	–	0.19%	114
2025 Q2	$361K	Hold	720	–	–	0.23%	103
2025 Q1	$335K	Sell	720 -21	-3%	-$10.1K	0.23%	102
2024 Q4	$351K	Buy	741 +21	+3%	+$10K	0.24%	99
2024 Q3	$342K	Hold	720	–	–	0.21%	118
2024 Q2	$303K	Hold	720	–	–	0.21%	112
2024 Q1	$283K	Hold	720	–	–	0.2%	122
2023 Q4	$281K	Hold	720	–	–	0.22%	116
2023 Q3	$228K	Hold	720	–	–	0.2%	133
2023 Q2	$250K	Hold	720	–	–	0.21%	122
2023 Q1	$220K	Hold	720	–	–	0.2%	128
2022 Q4	$201K	Buy	+720	New	+$197K	0.19%	127
2022 Q3	–	Sell	-840	Closed	-$228K	–	131
2022 Q2	$228K	Buy	840 +100	+14%	+$29.9K	0.25%	102
2022 Q1	$250K	Hold	740	–	–	0.25%	100
2021 Q4	$289K	Buy	+740	New	+$285K	0.29%	88

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

Carson Advisory's MCO Position: Q1 2026 in Review

Carson Advisory held its Moody's (MCO) position steady in Q1 2026 at 720 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #128.

Carson Advisory first reported a position in MCO in Q4 2021 and has held it in 17 quarters since. The position peaked at $368K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Carson Advisory held 720 shares of Moody's worth $314K as of Q1 2026.
Carson Advisory left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.16% of Carson Advisory's portfolio in Q1 2026, its #128 holding.
Carson Advisory first reported a position in Moody's in Q4 2021 and has held it in 17 quarters since.
Carson Advisory's Moody's position peaked at $368K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.