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Concurrent Investment Advisors’s Moody's MCO Stock Holding History

Concurrent Investment Advisors’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 		$606K Sell
1,390
-515
-27% -$244K 0.01% 1118
2025
Q4 		$973K Sell
1,905
-1,507
-44% -$735K 0.01% 846
2025
Q3 		$1.63M Sell
3,412
-7
-0.2% -$3.53K 0.03% 516
2025
Q2 		$1.71M Buy
3,419
+137
+4% +$63.5K 0.03% 467
2025
Q1 		$1.53M Buy
3,282
+2,440
+290% +$1.18M 0.04% 425
2024
Q4 		$399K Sell
842
-58
-6% -$27.7K 0.01% 739
2024
Q3 		$427K Sell
900
-92
-9% -$42.6K 0.01% 671
2024
Q2 		$418K Sell
992
-282
-22% -$112K 0.01% 647
2024
Q1 		$501K Sell
1,274
-56
-4% -$21.6K 0.02% 552
2023
Q4 		$519K Buy
+1,330
New +$462K 0.02% 489

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

Concurrent Investment Advisors's MCO Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Moody's (MCO) stake by 27% in Q1 2026, selling an estimated $244K and leaving 1,390 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #1118.

Concurrent Investment Advisors first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Concurrent Investment Advisors held 1,390 shares of Moody's worth $606K as of Q1 2026.
  • Concurrent Investment Advisors sold 515 Moody's shares in Q1 2026, an estimated $244K.
  • Moody's made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1118 holding.
  • Concurrent Investment Advisors first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Moody's position peaked at $1.71M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.