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Cornerstone Financial Management’s Moody's MCO Stock Holding History

Cornerstone Financial 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 		$7.85K Sell
18
-1
-5% -$473 0.01% 364
2025
Q4 		$9.71K Buy
+19
New +$9.27K 0.01% 293

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 Financial Management's MCO Position: Q1 2026 in Review

Cornerstone Financial Management reduced its Moody's (MCO) stake by 5.3% in Q1 2026, selling an estimated $473 and leaving 18 shares worth $7.85K. The position accounts for 0.01% of the portfolio, ranked #364.

Cornerstone Financial Management first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.71K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cornerstone Financial Management held 18 shares of Moody's worth $7.85K as of Q1 2026.
  • Cornerstone Financial Management sold 1 Moody's share in Q1 2026, an estimated $473.
  • Moody's made up 0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #364 holding.
  • Cornerstone Financial Management first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Financial Management's Moody's position peaked at $9.71K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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