CAG
MCO icon

Crestwood Advisors Group’s Moody's MCO Stock Holding History

Crestwood Advisors Group’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 		$597K Buy
1,368
+261
+24% +$123K 0.01% 380
2025
Q4 		$566K Buy
1,107
+164
+17% +$80K 0.01% 367
2025
Q3 		$449K Buy
943
+132
+16% +$66.5K 0.01% 382
2025
Q2 		$407K Buy
811
+172
+27% +$79.7K 0.01% 381
2025
Q1 		$298K Buy
639
+131
+26% +$63.1K 0.01% 426
2024
Q4 		$241K Buy
508
+67
+15% +$32K ﹤0.01% 422
2024
Q3 		$209K Sell
441
-175
-28% -$81.1K ﹤0.01% 425
2024
Q2 		$259K Buy
+616
New +$245K 0.01% 377
2017
Q2 		– Sell
-125
Closed -$15K – 324
2017
Q1 		$15K Buy
+125
New +$13.4K ﹤0.01% 401

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

Crestwood Advisors Group's MCO Position: Q1 2026 in Review

Crestwood Advisors Group increased its Moody's (MCO) stake by 24% in Q1 2026, buying an estimated $123K and bringing the position to 1,368 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #380.

Crestwood Advisors Group first reported a position in MCO in Q1 2017 and has held it in 9 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Crestwood Advisors Group held 1,368 shares of Moody's worth $597K as of Q1 2026.
  • Crestwood Advisors Group bought 261 Moody's shares in Q1 2026, an estimated $123K.
  • Moody's made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #380 holding.
  • Crestwood Advisors Group first reported a position in Moody's in Q1 2017 and has held it in 9 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.