CVA Family Office’s Moody's MCO Stock Holding History

CVA Family Office’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	$273K	Buy	626 +91	+17%	+$43K	0.03%	265
2025 Q4	$273K	Buy	535 +11	+2%	+$5.37K	0.03%	250
2025 Q3	$250K	Buy	524 +20	+4%	+$10.1K	0.03%	252
2025 Q2	$253K	Buy	504 +6	+1%	+$2.78K	0.04%	256
2025 Q1	$232K	Buy	498 +15	+3%	+$7.23K	0.04%	261
2024 Q4	$229K	Buy	483 +19	+4%	+$9.07K	0.04%	253
2024 Q3	$220K	Buy	464 +9	+2%	+$4.17K	0.04%	245
2024 Q2	$192K	Buy	455 +4	+0.9%	+$1.59K	0.03%	247
2024 Q1	$177K	Buy	451 +1	+0.2%	+$386	0.03%	266
2023 Q4	$176K	Buy	+450	New	+$156K	0.03%	254
2023 Q3	–	Sell	-360	Closed	-$125K	–	661
2023 Q2	$125K	Hold	360	–	–	0.03%	278
2023 Q1	$110K	Buy	360 +30	+9%	+$9.06K	0.02%	292
2022 Q4	$91.9K	Buy	330 +100	+43%	+$27.4K	0.02%	300
2022 Q3	$56K	Buy	230 +25	+12%	+$7.26K	0.02%	339
2022 Q2	$56K	Sell	205 -15	-7%	-$4.49K	0.02%	343
2022 Q1	$74K	Sell	220 -75	-25%	-$25.2K	0.02%	316
2021 Q4	$115K	Buy	+295	New	+$114K	0.03%	228
2021 Q3	–	Sell	-295	Closed	-$107K	–	661
2021 Q2	$107K	Buy	295 +95	+48%	+$31.6K	0.03%	233
2021 Q1	$60K	Buy	+200	New	+$56.3K	0.02%	254

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

CVA Family Office's MCO Position: Q1 2026 in Review

CVA Family Office increased its Moody's (MCO) stake by 17% in Q1 2026, buying an estimated $43K and bringing the position to 626 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #265.

CVA Family Office first reported a position in MCO in Q1 2021 and has held it in 19 quarters since. The position peaked at $273K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

CVA Family Office held 626 shares of Moody's worth $273K as of Q1 2026.
CVA Family Office bought 91 Moody's shares in Q1 2026, an estimated $43K.
Moody's made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #265 holding.
CVA Family Office first reported a position in Moody's in Q1 2021 and has held it in 19 quarters since.
CVA Family Office's Moody's position peaked at $273K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.