Cercano Management’s Moody's MCO Stock Holding History

Cercano Management’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	$25M	Hold	57,368	–	–	1.08%	24
2025 Q4	$29.3M	Hold	57,368	–	–	1.11%	20
2025 Q3	$27.3M	Sell	57,368 -47,919	-46%	-$24.2M	1.05%	18
2025 Q2	$52.8M	Sell	105,287 -64,882	-38%	-$30.1M	1.51%	13
2025 Q1	$79.2M	Sell	170,169 -26,577	-14%	-$12.8M	2.33%	13
2024 Q4	$93.1M	Hold	196,746	–	–	2.37%	8
2024 Q3	$93.4M	Buy	196,746 +670	+0.3%	+$311K	2.23%	11
2024 Q2	$82.5M	Hold	196,076	–	–	2.2%	11
2024 Q1	$77.1M	Buy	196,076 +26,128	+15%	+$10.1M	2.14%	7
2023 Q4	$66.4M	Hold	169,948	–	–	2.19%	7
2023 Q3	$53.7M	Hold	169,948	–	–	1.91%	10
2023 Q2	$59.1M	Hold	169,948	–	–	2.05%	9
2023 Q1	$52M	Hold	169,948	–	–	2.08%	9
2022 Q4	$47.4M	Buy	+169,948	New	+$46.5M	1.93%	10

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

Cercano Management's MCO Position: Q1 2026 in Review

Cercano Management held its Moody's (MCO) position steady in Q1 2026 at 57,368 shares worth $25M. The position accounts for 1.08% of the portfolio, ranked #24.

Cercano Management first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $93.4M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Cercano Management held 57,368 shares of Moody's worth $25M as of Q1 2026.
Cercano Management left its Moody's share count unchanged in Q1 2026.
Moody's made up 1.08% of Cercano Management's portfolio in Q1 2026, its #24 holding.
Cercano Management first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
Cercano Management's Moody's position peaked at $93.4M in Q3 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.