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Catalyst Financial Partners’s Moody's MCO Stock Holding History

Catalyst Financial 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 		$352K Buy
808
+225
+39% +$106K 0.04% 261
2025
Q4 		$298K Buy
583
+34
+6% +$16.6K 0.03% 252
2025
Q3 		$262K Buy
549
+16
+3% +$8.06K 0.03% 258
2025
Q2 		$267K Buy
533
+56
+12% +$25.9K 0.03% 248
2025
Q1 		$222K Buy
477
+26
+6% +$12.5K 0.04% 257
2024
Q4 		$213K Buy
451
+22
+5% +$10.5K 0.04% 260
2024
Q3 		$204K Buy
+429
New +$199K 0.04% 265

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

Catalyst Financial Partners's MCO Position: Q1 2026 in Review

Catalyst Financial Partners increased its Moody's (MCO) stake by 39% in Q1 2026, buying an estimated $106K and bringing the position to 808 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #261.

Catalyst Financial Partners first reported a position in MCO in Q3 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Catalyst Financial Partners held 808 shares of Moody's worth $352K as of Q1 2026.
  • Catalyst Financial Partners bought 225 Moody's shares in Q1 2026, an estimated $106K.
  • Moody's made up 0.04% of Catalyst Financial Partners's portfolio in Q1 2026, its #261 holding.
  • Catalyst Financial Partners first reported a position in Moody's in Q3 2024 and has held it in 7 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.