Coston McIsaac & Partners’s Moody's MCO Stock Holding History

Coston McIsaac & Partners’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	$77K	Hold	177	–	–	0.02%	256
2025 Q4	$90K	Sell	177 -4	-2%	-$1.95K	0.02%	239
2025 Q3	$86K	Hold	181	–	–	0.02%	240
2025 Q2	$90K	Hold	181	–	–	0.02%	227
2025 Q1	$84K	Hold	181	–	–	0.02%	213
2024 Q4	$85K	Hold	181	–	–	0.03%	208
2024 Q3	$85	Hold	181	–	–	0.02%	208
2024 Q2	$76K	Hold	181	–	–	0.02%	210
2024 Q1	$71K	Sell	181 -52	-22%	-$20.1K	0.02%	219
2023 Q4	$91K	Buy	233 +1	+0.4%	+$348	0.03%	183
2023 Q3	$73K	Hold	232	–	–	0.03%	201
2023 Q2	$80K	Buy	232 +1	+0.4%	+$317	0.03%	201
2023 Q1	$70K	Hold	231	–	–	0.03%	217
2022 Q4	$64	Buy	231 +1	+0.4%	+$274	0.02%	235
2022 Q3	$56K	Hold	230	–	–	0.03%	201
2022 Q2	$63K	Buy	+230	New	+$68.8K	0.04%	120

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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