CBIZ Investment Advisory Services’s Moody's MCO Stock Holding History

CBIZ Investment Advisory 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	$2.62K	Sell	6 -15	-71%	-$7.1K	﹤0.01%	305
2025 Q4	$10.7K	Sell	21 -7	-25%	-$3.42K	﹤0.01%	373
2025 Q3	$13.3K	Buy	28 +6	+27%	+$3.02K	﹤0.01%	308
2025 Q2	$11K	Buy	22 +14	+175%	+$6.49K	﹤0.01%	340
2025 Q1	$3.73K	Buy	+8	New	+$3.85K	﹤0.01%	420
2020 Q1	–	Hold	0	–	–	–	146

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

CBIZ Investment Advisory Services's MCO Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Moody's (MCO) stake by 71% in Q1 2026, selling an estimated $7.1K and leaving 6 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

CBIZ Investment Advisory Services first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.3K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

CBIZ Investment Advisory Services held 6 shares of Moody's worth $2.62K as of Q1 2026.
CBIZ Investment Advisory Services sold 15 Moody's shares in Q1 2026, an estimated $7.1K.
Moody's made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #305 holding.
CBIZ Investment Advisory Services first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's Moody's position peaked at $13.3K in Q3 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.