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Crestmont Private Wealth’s Moody's MCO Stock Holding History

Crestmont Private Wealth’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 		$734K Buy
1,682
+100
+6% +$47.3K 0.23% 40
2025
Q4 		$808K Buy
1,582
+37
+2% +$18.1K 0.26% 27
2025
Q3 		$736K Buy
1,545
+151
+11% +$76.1K 0.24% 36
2025
Q2 		$699K Buy
1,394
+109
+8% +$50.5K 0.25% 30
2025
Q1 		$598K Buy
1,285
+193
+18% +$93K 0.26% 33
2024
Q4 		$517K Buy
1,092
+27
+3% +$12.9K 0.23% 32
2024
Q3 		$505K Buy
1,065
+69
+7% +$32K 0.22% 31
2024
Q2 		$419K Sell
996
-29
-3% -$11.5K 0.2% 35
2024
Q1 		$403K Buy
1,025
+131
+15% +$50.5K 0.2% 33
2023
Q4 		$349K Sell
894
-10
-1% -$3.48K 0.18% 26
2023
Q3 		$286K Sell
904
-222
-20% -$75.5K 0.17% 36
2023
Q2 		$392K Buy
1,126
+111
+11% +$35.2K 0.23% 29
2023
Q1 		$311K Buy
1,015
+144
+17% +$43.5K 0.2% 30
2022
Q4 		$243K Buy
+871
New +$238K 0.17% 42

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

Crestmont Private Wealth's MCO Position: Q1 2026 in Review

Crestmont Private Wealth increased its Moody's (MCO) stake by 6.3% in Q1 2026, buying an estimated $47.3K and bringing the position to 1,682 shares worth $734K. The position accounts for 0.23% of the portfolio, ranked #40.

Crestmont Private Wealth first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $808K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Crestmont Private Wealth held 1,682 shares of Moody's worth $734K as of Q1 2026.
  • Crestmont Private Wealth bought 100 Moody's shares in Q1 2026, an estimated $47.3K.
  • Moody's made up 0.23% of Crestmont Private Wealth's portfolio in Q1 2026, its #40 holding.
  • Crestmont Private Wealth first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
  • Crestmont Private Wealth's Moody's position peaked at $808K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.