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

Close 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	$262K	Sell	600 -70	-10%	-$33.1K	0.01%	127
2025 Q4	$342K	Sell	670 -50	-7%	-$24.4K	0.01%	117
2025 Q3	$343K	Sell	720 -30	-4%	-$15.1K	0.01%	116
2025 Q2	$376K	Hold	750	–	–	0.01%	110
2025 Q1	$349K	Sell	750 -25	-3%	-$12K	0.01%	110
2024 Q4	$367K	Hold	775	–	–	0.01%	109
2024 Q3	$368K	Hold	775	–	–	0.01%	108
2024 Q2	$326K	Buy	775 +440	+131%	+$175K	0.01%	111
2024 Q1	$132K	Buy	335 +160	+91%	+$61.7K	﹤0.01%	132
2023 Q4	$68K	Sell	175 -75	-30%	-$26.1K	﹤0.01%	142
2023 Q3	$79K	Hold	250	–	–	﹤0.01%	133
2023 Q2	$87K	Sell	250 -300	-55%	-$95.1K	﹤0.01%	140
2023 Q1	$168K	Buy	550 +50	+10%	+$15.1K	0.01%	105
2022 Q4	$139K	Hold	500	–	–	0.01%	99
2022 Q3	$122K	Sell	500 -210,200	-100%	-$61.1M	0.01%	101
2022 Q2	$57.3M	Sell	210,700 -168,250	-44%	-$50.3M	2.72%	11
2022 Q1	$148M	Hold	378,950	–	–	5.28%	7
2021 Q4	$148M	Buy	+378,950	New	+$146M	5.28%	7

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

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

Close Asset Management reduced its Moody's (MCO) stake by 10% in Q1 2026, selling an estimated $33.1K and leaving 600 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #127.

Close Asset Management first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $148M in Q1 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Close Asset Management held 600 shares of Moody's worth $262K as of Q1 2026.
Close Asset Management sold 70 Moody's shares in Q1 2026, an estimated $33.1K.
Moody's made up 0.01% of Close Asset Management's portfolio in Q1 2026, its #127 holding.
Close Asset Management first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
Close Asset Management's Moody's position peaked at $148M in Q1 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Close Asset Management's 13F filing for Q1 2026, filed 12 May 2026.