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Castleview Partners’s Moody's MCO Stock Holding History

Castleview Partners’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 		$347K Sell
796
-47
-6% -$22.2K 0.18% 129
2025
Q4 		$431K Buy
843
+48
+6% +$23.4K 0.21% 107
2025
Q3 		$379K Sell
795
-53
-6% -$26.7K 0.21% 101
2025
Q2 		$425K Sell
848
-17
-2% -$7.87K 0.27% 89
2025
Q1 		$403K Sell
865
-133
-13% -$64.1K 0.27% 96
2024
Q4 		$472K Buy
998
+16
+2% +$7.64K 0.25% 97
2024
Q3 		$466K Buy
982
+28
+3% +$13K 0.27% 90
2024
Q2 		$402K Sell
954
-11
-1% -$4.38K 0.23% 105
2024
Q1 		$379K Buy
965
+45
+5% +$17.4K 0.21% 112
2023
Q4 		$359K Buy
920
+4
+0.4% +$1.39K 0.25% 96
2023
Q3 		$290K Buy
916
+47
+5% +$16K 0.27% 85
2023
Q2 		$302K Buy
869
+85
+11% +$26.9K 0.27% 83
2023
Q1 		$240K Buy
784
+5
+0.6% +$1.51K 0.21% 111
2022
Q4 		$217K Buy
779
+65
+9% +$17.8K 0.21% 115
2022
Q3 		$174K Sell
714
-1,815
-72% -$527K 0.17% 131
2022
Q2 		$192K Buy
2,529
+1,594
+170% +$477K 0.15% 146
2022
Q1 		$315K Sell
935
-364,647
-100% -$123M 0.2% 109
2021
Q4 		$936 Buy
+365,582
New +$141M 0.01% 411
2021
Q2 		$610K Buy
+1,682
New +$560K 0.27% 79

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

Castleview Partners's MCO Position: Q1 2026 in Review

Castleview Partners reduced its Moody's (MCO) stake by 5.6% in Q1 2026, selling an estimated $22.2K and leaving 796 shares worth $347K. The position accounts for 0.18% of the portfolio, ranked #129.

Castleview Partners first reported a position in MCO in Q2 2021 and has held it in 19 quarters since. The position peaked at $610K in Q2 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Castleview Partners held 796 shares of Moody's worth $347K as of Q1 2026.
  • Castleview Partners sold 47 Moody's shares in Q1 2026, an estimated $22.2K.
  • Moody's made up 0.18% of Castleview Partners's portfolio in Q1 2026, its #129 holding.
  • Castleview Partners first reported a position in Moody's in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's Moody's position peaked at $610K in Q2 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.