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Cozad Asset Management’s Moody's MCO Stock Holding History

Cozad Asset 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 		$318K Sell
730
-40
-5% -$18.9K 0.03% 350
2025
Q4 		$393K Sell
770
-100
-11% -$48.8K 0.03% 321
2025
Q3 		$415K Sell
870
-50
-5% -$25.2K 0.03% 321
2025
Q2 		$461K Sell
920
-150
-14% -$69.5K 0.04% 296
2025
Q1 		$498K Hold
1,070
– – 0.05% 274
2024
Q4 		$507K Hold
1,070
– – 0.05% 267
2024
Q3 		$508K Sell
1,070
-10
-0.9% -$4.63K 0.05% 264
2024
Q2 		$455K Sell
1,080
-400
-27% -$159K 0.05% 271
2024
Q1 		$582K Hold
1,480
– – 0.06% 238
2023
Q4 		$578K Sell
1,480
-400
-21% -$139K 0.07% 233
2023
Q3 		$594K Sell
1,880
-320
-15% -$109K 0.08% 220
2023
Q2 		$765K Sell
2,200
-120
-5% -$38K 0.1% 196
2023
Q1 		$710K Sell
2,320
-100
-4% -$30.2K 0.09% 200
2022
Q4 		$674K Sell
2,420
-420
-15% -$115K 0.09% 207
2022
Q3 		$690K Buy
2,840
+1,810
+176% +$526K 0.11% 183
2022
Q2 		$280K Buy
1,030
+250
+32% +$74.8K 0.04% 293
2022
Q1 		$263K Hold
780
– – 0.04% 316
2021
Q4 		$305K Hold
780
– – 0.04% 277
2021
Q3 		$277K Hold
780
– – 0.04% 282
2021
Q2 		$283K Sell
780
-200
-20% -$66.6K 0.04% 282
2021
Q1 		$293K Sell
980
-145
-13% -$40.8K 0.05% 282
2020
Q4 		$327K Hold
1,125
– – 0.06% 246
2020
Q3 		$326K Hold
1,125
– – 0.06% 240
2020
Q2 		$309K Hold
1,125
– – 0.06% 241
2020
Q1 		$238K Hold
1,125
– – 0.08% 183
2019
Q4 		$267K Hold
1,125
– – 0.07% 209
2019
Q3 		$230K Hold
1,125
– – 0.07% 220
2019
Q2 		$220K Hold
1,125
– – 0.06% 221
2019
Q1 		$204K Buy
+1,125
New +$185K 0.06% 228

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

Cozad Asset Management's MCO Position: Q1 2026 in Review

Cozad Asset Management reduced its Moody's (MCO) stake by 5.2% in Q1 2026, selling an estimated $18.9K and leaving 730 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #350.

Cozad Asset Management first reported a position in MCO in Q1 2019 and has held it in 29 quarters since. The position peaked at $765K in Q2 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cozad Asset Management held 730 shares of Moody's worth $318K as of Q1 2026.
  • Cozad Asset Management sold 40 Moody's shares in Q1 2026, an estimated $18.9K.
  • Moody's made up 0.03% of Cozad Asset Management's portfolio in Q1 2026, its #350 holding.
  • Cozad Asset Management first reported a position in Moody's in Q1 2019 and has held it in 29 quarters since.
  • Cozad Asset Management's Moody's position peaked at $765K in Q2 2023.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.