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Cherokee Insurance’s Moody's MCO Stock Holding History

Cherokee Insurance’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 		$218K Hold
500
– – 0.08% 115
2025
Q4 		$255K Hold
500
– – 0.1% 107
2025
Q3 		$238K Sell
500
-150
-23% -$75.6K 0.1% 109
2025
Q2 		$326K Hold
650
– – 0.14% 99
2025
Q1 		$303K Hold
650
– – 0.13% 97
2024
Q4 		$308K Buy
+650
New +$310K 0.14% 93

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

Cherokee Insurance's MCO Position: Q1 2026 in Review

Cherokee Insurance held its Moody's (MCO) position steady in Q1 2026 at 500 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #115.

Cherokee Insurance first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cherokee Insurance held 500 shares of Moody's worth $218K as of Q1 2026.
  • Cherokee Insurance left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.08% of Cherokee Insurance's portfolio in Q1 2026, its #115 holding.
  • Cherokee Insurance first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Cherokee Insurance's Moody's position peaked at $326K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cherokee Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.