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Coldstream Capital Management’s Moody's MCO Stock Holding History

Coldstream Capital 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 		$1.44M Sell
3,308
-108
-3% -$51.1K 0.02% 378
2025
Q4 		$1.75M Sell
3,416
-968
-22% -$472K 0.02% 317
2025
Q3 		$2.09M Buy
4,384
+593
+16% +$299K 0.03% 294
2025
Q2 		$1.9M Buy
3,791
+772
+26% +$358K 0.03% 291
2025
Q1 		$1.41M Buy
3,019
+66
+2% +$31.8K 0.03% 313
2024
Q4 		$1.4M Buy
2,953
+59
+2% +$28.2K 0.03% 313
2024
Q3 		$1.38M Buy
2,894
+324
+13% +$150K 0.03% 300
2024
Q2 		$1.08M Buy
2,570
+10
+0.4% +$3.98K 0.03% 310
2024
Q1 		$1.01M Hold
2,560
– – 0.03% 322
2023
Q4 		$1,000K Buy
2,560
+13
+0.5% +$4.52K 0.03% 295
2023
Q3 		$805K Sell
2,547
-32
-1% -$10.9K 0.03% 297
2023
Q2 		$897K Buy
2,579
+10
+0.4% +$3.17K 0.03% 287
2023
Q1 		$786K Buy
2,569
+123
+5% +$37.2K 0.03% 314
2022
Q4 		$681K Buy
+2,446
New +$669K 0.02% 342
2022
Q2 		$622K Buy
2,289
+495
+28% +$148K 0.02% 328
2022
Q1 		$605K Sell
1,794
-184
-9% -$61.9K 0.02% 318
2021
Q4 		$772K Buy
1,978
+1,020
+106% +$393K 0.02% 289
2021
Q3 		$278K Sell
958
-50
-5% -$18.8K 0.01% 323
2021
Q2 		$365K Buy
1,008
+100
+11% +$33.3K 0.01% 333
2021
Q1 		$271K Sell
908
-92
-9% -$25.9K 0.02% 342
2020
Q4 		$290K Buy
+1,000
New +$280K 0.02% 298

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

Coldstream Capital Management's MCO Position: Q1 2026 in Review

Coldstream Capital Management reduced its Moody's (MCO) stake by 3.2% in Q1 2026, selling an estimated $51.1K and leaving 3,308 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #378.

Coldstream Capital Management first reported a position in MCO in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.09M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Coldstream Capital Management held 3,308 shares of Moody's worth $1.44M as of Q1 2026.
  • Coldstream Capital Management sold 108 Moody's shares in Q1 2026, an estimated $51.1K.
  • Moody's made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #378 holding.
  • Coldstream Capital Management first reported a position in Moody's in Q4 2020 and has held it in 21 quarters since.
  • Coldstream Capital Management's Moody's position peaked at $2.09M in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.