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

Cresset 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 		$1.21M Sell
2,767
-681
-20% -$322K 0.01% 717
2025
Q4 		$1.76M Buy
3,448
+944
+38% +$461K 0.01% 606
2025
Q3 		$1.19M Buy
2,504
+52
+2% +$26.2K 0.01% 681
2025
Q2 		$1.23M Sell
2,452
-1,210
-33% -$560K 0.01% 631
2025
Q1 		$1.71M Sell
3,662
-1,611
-31% -$776K 0.01% 587
2024
Q4 		$2.5M Sell
5,273
-13,187
-71% -$6.29M 0.01% 490
2024
Q3 		$8.76M Buy
18,460
+379
+2% +$176K 0.03% 341
2024
Q2 		$7.61M Buy
18,081
+4,191
+30% +$1.67M 0.03% 344
2024
Q1 		$5.46M Buy
13,890
+2,213
+19% +$853K 0.03% 367
2023
Q4 		$4.56M Buy
11,677
+3,093
+36% +$1.07M 0.03% 361
2023
Q3 		$2.71M Sell
8,584
-664
-7% -$226K 0.01% 455
2023
Q2 		$3.22M Buy
9,248
+7,192
+350% +$2.28M ﹤0.01% 519
2023
Q1 		$629K Sell
2,056
-338
-14% -$102K 0.01% 433
2022
Q4 		$611K Sell
2,394
-672
-22% -$184K 0.01% 392
2022
Q3 		$745K Buy
3,066
+729
+31% +$212K 0.01% 419
2022
Q2 		$634K Sell
2,337
-1,668
-42% -$499K 0.01% 492
2022
Q1 		$1.35M Buy
4,005
+128
+3% +$43K 0.01% 333
2021
Q4 		$1.51M Buy
3,877
+378
+11% +$146K 0.01% 346
2021
Q3 		$1.24M Buy
3,499
+189
+6% +$71.2K 0.02% 331
2021
Q2 		$1.2M Buy
3,310
+432
+15% +$144K 0.02% 311
2021
Q1 		$860K Buy
2,878
+928
+48% +$261K 0.01% 335
2020
Q4 		$566K Sell
1,950
-164
-8% -$45.9K 0.01% 357
2020
Q3 		$613K Buy
2,114
+183
+9% +$52.2K 0.01% 339
2020
Q2 		$531K Sell
1,931
-364
-16% -$92.5K 0.01% 327
2020
Q1 		$485K Buy
+2,295
New +$558K 0.01% 293
2019
Q2 		– Sell
-176
Closed -$32K – 1173
2019
Q1 		$32K Buy
176
+97
+123% +$15.9K ﹤0.01% 910
2018
Q4 		$11K Buy
+79
New +$11.9K ﹤0.01% 839

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

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

Cresset Asset Management reduced its Moody's (MCO) stake by 20% in Q1 2026, selling an estimated $322K and leaving 2,767 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #717.

Cresset Asset Management first reported a position in MCO in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.76M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cresset Asset Management held 2,767 shares of Moody's worth $1.21M as of Q1 2026.
  • Cresset Asset Management sold 681 Moody's shares in Q1 2026, an estimated $322K.
  • Moody's made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #717 holding.
  • Cresset Asset Management first reported a position in Moody's in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's Moody's position peaked at $8.76M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.