Core Alternative Capital’s Moody's MCO Stock Holding History

Core Alternative Capital’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
2025 Q4	–	Sell	-4	Closed	-$1.91K	–	296
2025 Q3	$1.91K	Hold	4	–	–	﹤0.01%	250
2025 Q2	$2.01K	Hold	4	–	–	﹤0.01%	236
2025 Q1	$1.86K	Sell	4 -6	-60%	-$2.89K	﹤0.01%	238
2024 Q4	$4.73K	Hold	10	–	–	﹤0.01%	228
2024 Q3	$4.75K	Hold	10	–	–	﹤0.01%	230
2024 Q2	$4.21K	Hold	10	–	–	﹤0.01%	235
2024 Q1	$3.93K	Sell	10 -68	-87%	-$26.2K	﹤0.01%	231
2023 Q4	$30.5K	Sell	78 -17	-18%	-$5.91K	0.01%	199
2023 Q3	$30.1K	Hold	95	–	–	﹤0.01%	214
2023 Q2	$33.1K	Buy	95 +10	+12%	+$3.17K	﹤0.01%	185
2023 Q1	$26K	Buy	85 +6	+8%	+$1.81K	﹤0.01%	205
2022 Q4	$22K	Buy	79 +1	+1%	+$274	﹤0.01%	210
2022 Q3	$19K	Buy	78 +6	+8%	+$1.74K	﹤0.01%	228
2022 Q2	$20K	Buy	72 +11	+18%	+$3.29K	﹤0.01%	224
2022 Q1	$21K	Buy	61 +50	+455%	+$16.8K	0.01%	212
2021 Q4	$4K	Buy	+11	New	+$4.24K	﹤0.01%	212

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Core Alternative Capital's MCO Position: Q4 2025 in Review

Core Alternative Capital sold out of Moody's (MCO) in Q4 2025, closing a stake of 4 shares — an estimated $1.91K sold.

Core Alternative Capital first reported a position in MCO in Q4 2021 and held it in 16 quarters. The position peaked at $33.1K in Q2 2023. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Core Alternative Capital reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Core Alternative Capital sold 4 Moody's shares in Q4 2025, an estimated $1.91K.
Core Alternative Capital first reported a position in Moody's in Q4 2021 and held it in 16 quarters.
Core Alternative Capital's Moody's position peaked at $33.1K in Q2 2023.
1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Core Alternative Capital's 13F filing for Q4 2025, filed 2 Feb 2026.