Claret Asset Management’s Moody's MCO Stock Holding History

Claret Asset 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	$244K	Sell	559 -17	-3%	-$8.04K	0.03%	260
2025 Q4	$294K	Sell	576 -19	-3%	-$9.27K	0.03%	186
2025 Q3	$283K	Buy	595 +14	+2%	+$7.06K	0.03%	175
2025 Q2	$291K	Sell	581 -43	-7%	-$19.9K	0.04%	140
2025 Q1	$291K	Buy	624 +17	+3%	+$8.19K	0.04%	151
2024 Q4	$287K	Buy	607 +4	+0.7%	+$1.91K	0.05%	141
2024 Q3	$286K	Buy	603 +2	+0.3%	+$927	0.05%	124
2024 Q2	$253K	Buy	601 +79	+15%	+$31.4K	0.05%	129
2024 Q1	$205K	Sell	522 -32	-6%	-$12.3K	0.03%	189
2023 Q4	$216K	Buy	+554	New	+$193K	0.04%	152
2022 Q1	–	Sell	-525	Closed	-$205K	–	166
2021 Q4	$205K	Buy	+525	New	+$202K	0.04%	161

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

Claret Asset Management's MCO Position: Q1 2026 in Review

Claret Asset Management reduced its Moody's (MCO) stake by 3% in Q1 2026, selling an estimated $8.04K and leaving 559 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #260.

Claret Asset Management first reported a position in MCO in Q4 2021 and has held it in 11 quarters since. The position peaked at $294K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Claret Asset Management held 559 shares of Moody's worth $244K as of Q1 2026.
Claret Asset Management sold 17 Moody's shares in Q1 2026, an estimated $8.04K.
Moody's made up 0.03% of Claret Asset Management's portfolio in Q1 2026, its #260 holding.
Claret Asset Management first reported a position in Moody's in Q4 2021 and has held it in 11 quarters since.
Claret Asset Management's Moody's position peaked at $294K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Claret Asset Management's 13F filing for Q1 2026, filed 11 May 2026.