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Chesapeake Wealth Management’s Moody's MCO Stock Holding History

Chesapeake Wealth 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 		– Sell
-450
Closed -$230K – 166
2025
Q4 		$230K Hold
450
– – 0.07% 148
2025
Q3 		$214K Hold
450
– – 0.07% 158
2025
Q2 		$226K Hold
450
– – 0.08% 153
2025
Q1 		$210K Hold
450
– – 0.07% 154
2024
Q4 		$213K Sell
450
-75
-14% -$35.8K 0.07% 155
2024
Q3 		$249K Hold
525
– – 0.09% 147
2024
Q2 		$221K Hold
525
– – 0.08% 149
2024
Q1 		$206K Hold
525
– – 0.08% 151
2023
Q4 		$205K Buy
+525
New +$182K 0.08% 151
2022
Q1 		– Sell
-541
Closed -$211K – 191
2021
Q4 		$211K Buy
+541
New +$209K 0.07% 189

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

Chesapeake Wealth Management's MCO Position: Q1 2026 in Review

Chesapeake Wealth Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 450 shares — an estimated $230K sold.

Chesapeake Wealth Management first reported a position in MCO in Q4 2021 and held it in 10 quarters. The position peaked at $249K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Chesapeake Wealth Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Chesapeake Wealth Management sold 450 Moody's shares in Q1 2026, an estimated $230K.
  • Chesapeake Wealth Management first reported a position in Moody's in Q4 2021 and held it in 10 quarters.
  • Chesapeake Wealth Management's Moody's position peaked at $249K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.