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Choate Investment Advisors’s Moody's MCO Stock Holding History

Choate Investment Advisors’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 		$811K Sell
1,858
-171
-8% -$80.9K 0.02% 256
2025
Q4 		$1.04M Hold
2,029
– – 0.02% 229
2025
Q3 		$967K Buy
2,029
+39
+2% +$19.7K 0.02% 210
2025
Q2 		$998K Sell
1,990
-6
-0.3% -$2.78K 0.02% 200
2025
Q1 		$930K Buy
1,996
+5
+0.3% +$2.41K 0.02% 198
2024
Q4 		$942K Buy
1,991
+94
+5% +$44.9K 0.02% 202
2024
Q3 		$900K Buy
1,897
+70
+4% +$32.4K 0.02% 205
2024
Q2 		$769K Sell
1,827
-1
-0.1% -$398 0.02% 211
2024
Q1 		$718K Sell
1,828
-28
-2% -$10.8K 0.02% 234
2023
Q4 		$725K Buy
1,856
+8
+0.4% +$2.78K 0.02% 217
2023
Q3 		$584K Buy
1,848
+210
+13% +$71.4K 0.02% 229
2023
Q2 		$570K Buy
1,638
+10
+0.6% +$3.17K 0.02% 193
2023
Q1 		$498K Sell
1,628
-35
-2% -$10.6K 0.02% 183
2022
Q4 		$463K Hold
1,663
– – 0.03% 188
2022
Q3 		$404K Buy
1,663
+200
+14% +$58.1K 0.03% 176
2022
Q2 		$398K Hold
1,463
– – 0.02% 191
2022
Q1 		$494K Hold
1,463
– – 0.03% 199
2021
Q4 		$571K Buy
1,463
+24
+2% +$9.26K 0.03% 172
2021
Q3 		$511K Sell
1,439
-20
-1% -$7.54K 0.03% 178
2021
Q2 		$529K Hold
1,459
– – 0.03% 175
2021
Q1 		$436K Buy
1,459
+401
+38% +$113K 0.03% 187
2020
Q4 		$307K Sell
1,058
-405
-28% -$113K 0.02% 207
2020
Q3 		$424K Sell
1,463
-210
-13% -$59.9K 0.03% 172
2020
Q2 		$460K Buy
1,673
+615
+58% +$156K 0.03% 158
2020
Q1 		$224K Hold
1,058
– – 0.02% 223
2019
Q4 		$251K Hold
1,058
– – 0.02% 209
2019
Q3 		$217K Hold
1,058
– – 0.01% 213
2019
Q2 		$207K Buy
+1,058
New +$201K 0.01% 221
2019
Q1 		– Sell
-4,723
Closed -$661K – 238
2018
Q4 		$661K Hold
4,723
– – 0.04% 130
2018
Q3 		$790K Sell
4,723
-600
-11% -$106K 0.04% 111
2018
Q2 		$908K Sell
5,323
-310
-6% -$52.5K 0.05% 123
2018
Q1 		$909K Hold
5,633
– – 0.05% 124
2017
Q4 		$831K Sell
5,633
-755
-12% -$111K 0.04% 136
2017
Q3 		$889K Hold
6,388
– – 0.05% 133
2017
Q2 		$777K Hold
6,388
– – 0.04% 138
2017
Q1 		$716K Hold
6,388
– – 0.04% 139
2016
Q4 		$602K Hold
6,388
– – 0.04% 145
2016
Q3 		$692K Hold
6,388
– – 0.05% 134
2016
Q2 		$599K Hold
6,388
– – 0.04% 135
2016
Q1 		$617K Sell
6,388
-5,868
-48% -$527K 0.04% 133
2015
Q4 		$1.17M Buy
12,256
+5,868
+92% +$588K 0.09% 110
2015
Q3 		$627K Hold
6,388
– – 0.04% 135
2015
Q2 		$690K Hold
6,388
– – 0.04% 132
2015
Q1 		$663K Sell
6,388
-5,868
-48% -$567K 0.04% 148
2014
Q4 		$1.17M Hold
12,256
– – 0.07% 109
2014
Q3 		$1.16M Hold
12,256
– – 0.07% 108
2014
Q2 		$1.07M Sell
12,256
-85
-0.7% -$7K 0.06% 119
2014
Q1 		$979K Sell
12,341
-65
-0.5% -$5.09K 0.06% 126
2013
Q4 		$973K Hold
12,406
– – 0.06% 123
2013
Q3 		$873K Hold
12,406
– – 0.06% 126
2013
Q2 		$756K Buy
+12,406
New +$753K 0.06% 130

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

Choate Investment Advisors's MCO Position: Q1 2026 in Review

Choate Investment Advisors reduced its Moody's (MCO) stake by 8.4% in Q1 2026, selling an estimated $80.9K and leaving 1,858 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #256.

Choate Investment Advisors first reported a position in MCO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.17M in Q4 2015. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Choate Investment Advisors held 1,858 shares of Moody's worth $811K as of Q1 2026.
  • Choate Investment Advisors sold 171 Moody's shares in Q1 2026, an estimated $80.9K.
  • Moody's made up 0.02% of Choate Investment Advisors's portfolio in Q1 2026, its #256 holding.
  • Choate Investment Advisors first reported a position in Moody's in Q2 2013 and has held it in 51 quarters since.
  • Choate Investment Advisors's Moody's position peaked at $1.17M in Q4 2015.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.