Clean Yield Group’s Moody's MCO Stock Holding History

Clean Yield Group’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	$4.01M	Buy	9,183 +608	+7%	+$288K	1.13%	33
2025 Q4	$4.38M	Buy	8,575 +305	+4%	+$149K	1.22%	30
2025 Q3	$3.94M	Buy	8,270 +625	+8%	+$315K	1.11%	33
2025 Q2	$3.83M	Buy	7,645 +3,492	+84%	+$1.62M	1.15%	33
2025 Q1	$1.93M	Buy	4,153 +3,751	+933%	+$1.81M	0.63%	49
2024 Q4	$190K	Hold	402	–	–	0.06%	135
2024 Q3	$191K	Buy	402 +37	+10%	+$17.1K	0.06%	135
2024 Q2	$154K	Sell	365 -135	-27%	-$53.7K	0.06%	135
2024 Q1	$197K	Hold	500	–	–	0.08%	127
2023 Q4	$195K	Hold	500	–	–	0.08%	122
2023 Q3	$163K	Hold	500	–	–	0.07%	127
2023 Q2	$174K	Hold	500	–	–	0.07%	130
2023 Q1	$153K	Buy	500 +490	+4,900%	+$148K	0.07%	142
2022 Q4	$2.79K	Hold	10	–	–	﹤0.01%	397
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	411
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	393
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	428
2021 Q4	$4K	Hold	10	–	–	﹤0.01%	419
2021 Q3	$4K	Hold	10	–	–	﹤0.01%	440
2021 Q2	$4K	Buy	+10	New	+$3.33K	﹤0.01%	423
2021 Q1	–	Sell	-10	Closed	-$3K	–	283
2020 Q4	$3K	Sell	10 -10	-50%	-$2.8K	﹤0.01%	406
2020 Q3	$6K	Buy	+20	New	+$5.71K	﹤0.01%	334

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

Clean Yield Group's MCO Position: Q1 2026 in Review

Clean Yield Group increased its Moody's (MCO) stake by 7.1% in Q1 2026, buying an estimated $288K and bringing the position to 9,183 shares worth $4.01M. The position accounts for 1.13% of the portfolio, ranked #33.

Clean Yield Group first reported a position in MCO in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.38M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Clean Yield Group held 9,183 shares of Moody's worth $4.01M as of Q1 2026.
Clean Yield Group bought 608 Moody's shares in Q1 2026, an estimated $288K.
Moody's made up 1.13% of Clean Yield Group's portfolio in Q1 2026, its #33 holding.
Clean Yield Group first reported a position in Moody's in Q3 2020 and has held it in 22 quarters since.
Clean Yield Group's Moody's position peaked at $4.38M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.