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Cornerstone Advisory’s Moody's MCO Stock Holding History

Cornerstone Advisory’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 		$437K Buy
1,002
+16
+2% +$7.57K 0.04% 166
2025
Q4 		$504K Hold
986
– – 0.05% 154
2025
Q3 		$470K Sell
986
-180
-15% -$90.7K 0.05% 154
2025
Q2 		$585K Sell
1,166
-3
-0.3% -$1.39K 0.06% 139
2025
Q1 		$541K Buy
1,169
+26
+2% +$12.5K 0.06% 135
2024
Q4 		$598K Buy
1,143
+25
+2% +$11.9K 0.07% 131
2024
Q3 		$531K Buy
1,118
+4
+0.4% +$1.85K 0.07% 126
2024
Q2 		$469K Buy
1,114
+4
+0.4% +$1.59K 0.07% 131
2024
Q1 		$436K Buy
1,110
+11
+1% +$4.24K 0.06% 148
2023
Q4 		$429K Buy
1,099
+25
+2% +$8.69K 0.07% 150
2023
Q3 		$340K Buy
1,074
+18
+2% +$6.12K 0.06% 158
2023
Q2 		$367K Buy
1,056
+4
+0.4% +$1.27K 0.06% 152
2023
Q1 		$322K Buy
1,052
+17
+2% +$5.14K 0.06% 166
2022
Q4 		$288K Buy
1,035
+2
+0.2% +$547 0.06% 165
2022
Q3 		$251K Hold
1,033
– – 0.06% 175
2022
Q2 		$281K Hold
1,033
– – 0.06% 158
2022
Q1 		$349K Sell
1,033
-200
-16% -$67.3K 0.05% 178
2021
Q4 		$482K Buy
1,233
+100
+9% +$38.6K 0.07% 175
2021
Q3 		$402K Hold
1,133
– – 0.07% 174
2021
Q2 		$411K Buy
1,133
+100
+10% +$33.3K 0.07% 166
2021
Q1 		$308K Hold
1,033
– – 0.06% 175
2020
Q4 		$300K Hold
1,033
– – 0.06% 172
2020
Q3 		$299K Hold
1,033
– – 0.07% 152
2020
Q2 		$284K Hold
1,033
– – 0.07% 144
2020
Q1 		$218K Hold
1,033
– – 0.07% 141
2019
Q4 		$245K Hold
1,033
– – 0.05% 151
2019
Q3 		$212K Hold
1,033
– – 0.05% 149
2019
Q2 		$202K Buy
+1,033
New +$196K 0.04% 155

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

Cornerstone Advisory's MCO Position: Q1 2026 in Review

Cornerstone Advisory increased its Moody's (MCO) stake by 1.6% in Q1 2026, buying an estimated $7.57K and bringing the position to 1,002 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #166.

Cornerstone Advisory first reported a position in MCO in Q2 2019 and has held it in 28 quarters since. The position peaked at $598K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cornerstone Advisory held 1,002 shares of Moody's worth $437K as of Q1 2026.
  • Cornerstone Advisory bought 16 Moody's shares in Q1 2026, an estimated $7.57K.
  • Moody's made up 0.04% of Cornerstone Advisory's portfolio in Q1 2026, its #166 holding.
  • Cornerstone Advisory first reported a position in Moody's in Q2 2019 and has held it in 28 quarters since.
  • Cornerstone Advisory's Moody's position peaked at $598K in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.