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Clearstead Trust’s Moody's MCO Stock Holding History

Clearstead Trust’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 		$11.8K Hold
27
– – ﹤0.01% 537
2025
Q4 		$13.8K Sell
27
-27
-50% -$13.2K ﹤0.01% 518
2025
Q3 		$25.7K Hold
54
– – ﹤0.01% 402
2025
Q2 		$27.1K Buy
54
+16
+42% +$7.41K 0.01% 376
2025
Q1 		$17.7K Hold
38
– – ﹤0.01% 372
2024
Q4 		$18K Hold
38
– – ﹤0.01% 324
2024
Q3 		$18K Sell
38
-28
-42% -$13K ﹤0.01% 313
2024
Q2 		$27.8K Hold
66
– – 0.01% 287
2024
Q1 		$25.9K Sell
66
-933
-93% -$360K 0.01% 288
2023
Q4 		$390K Buy
999
+921
+1,181% +$320K 0.11% 108
2023
Q3 		$24.7K Hold
78
– – 0.01% 271
2023
Q2 		$27.1K Buy
+78
New +$24.7K 0.01% 246

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

Clearstead Trust's MCO Position: Q1 2026 in Review

Clearstead Trust held its Moody's (MCO) position steady in Q1 2026 at 27 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Clearstead Trust first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $390K in Q4 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Clearstead Trust held 27 shares of Moody's worth $11.8K as of Q1 2026.
  • Clearstead Trust left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #537 holding.
  • Clearstead Trust first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
  • Clearstead Trust's Moody's position peaked at $390K in Q4 2023.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.