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Cooper Financial Group’s Moody's MCO Stock Holding History

Cooper Financial 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 		– Sell
-598
Closed -$306K – 447
2025
Q4 		$306K Buy
598
+49
+9% +$23.9K 0.03% 297
2025
Q3 		$262K Buy
549
+127
+30% +$64K 0.03% 325
2025
Q2 		$212K Buy
+422
New +$195K 0.02% 354

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

Cooper Financial Group's MCO Position: Q1 2026 in Review

Cooper Financial Group sold out of Moody's (MCO) in Q1 2026, closing a stake of 598 shares — an estimated $306K sold.

Cooper Financial Group first reported a position in MCO in Q2 2025 and held it in 3 quarters. The position peaked at $306K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cooper Financial Group reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Cooper Financial Group sold 598 Moody's shares in Q1 2026, an estimated $306K.
  • Cooper Financial Group first reported a position in Moody's in Q2 2025 and held it in 3 quarters.
  • Cooper Financial Group's Moody's position peaked at $306K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.