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Credential Qtrade Securities’s Moody's MCO Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$903K Sell
2,298
-75
-3% -$28.9K 0.05% 155
2023
Q4 		$927K Sell
2,373
-130
-5% -$45.2K 0.06% 139
2023
Q3 		$791K Sell
2,503
-2
-0.1% -$680 0.05% 151
2023
Q2 		$871K Sell
2,505
-46
-2% -$14.6K 0.05% 144
2023
Q1 		$781K Buy
2,551
+73
+3% +$22.1K 0.05% 146
2022
Q4 		$690K Buy
2,478
+556
+29% +$152K 0.05% 147
2022
Q3 		$467K Buy
1,922
+96
+5% +$27.9K 0.04% 171
2022
Q2 		$497K Buy
1,826
+127
+7% +$38K 0.04% 176
2022
Q1 		$573K Buy
1,699
+128
+8% +$43K 0.04% 175
2021
Q4 		$614K Sell
1,571
-257
-14% -$99.1K 0.04% 179
2021
Q3 		$649K Buy
1,828
+56
+3% +$21.1K 0.05% 154
2021
Q2 		$642K Buy
1,772
+707
+66% +$235K 0.05% 162
2021
Q1 		$318K Buy
1,065
+167
+19% +$47K 0.03% 192
2020
Q4 		$261K Buy
898
+28
+3% +$7.83K 0.03% 177
2020
Q3 		$252K Sell
870
-419
-33% -$120K 0.03% 174
2020
Q2 		$354K Buy
1,289
+185
+17% +$47K 0.05% 144
2020
Q1 		$233K Sell
1,104
-34
-3% -$8.26K 0.04% 145
2019
Q4 		$270K Sell
1,138
-9
-0.8% -$2K 0.04% 146
2019
Q3 		$235K Buy
1,147
+242
+27% +$50.7K 0.04% 146
2019
Q2 		$177K Sell
905
-387
-30% -$73.4K 0.03% 160
2019
Q1 		$234K Buy
+1,292
New +$212K 0.04% 150

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Credential Qtrade Securities's MCO Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Moody's (MCO) stake by 3.2% in Q1 2024, selling an estimated $28.9K and leaving 2,298 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #155.

Credential Qtrade Securities first reported a position in MCO in Q1 2019 and has held it in 21 quarters since. The position peaked at $927K in Q4 2023. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Credential Qtrade Securities held 2,298 shares of Moody's worth $903K as of Q1 2024.
  • Credential Qtrade Securities sold 75 Moody's shares in Q1 2024, an estimated $28.9K.
  • Moody's made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #155 holding.
  • Credential Qtrade Securities first reported a position in Moody's in Q1 2019 and has held it in 21 quarters since.
  • Credential Qtrade Securities's Moody's position peaked at $927K in Q4 2023.
  • 1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.