DDD Partners’s Moody's MCO Stock Holding History

DDD Partners’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	$565K	Sell	1,296 -3	-0.2%	-$1.42K	0.04%	91
2025 Q4	$664K	Hold	1,299	–	–	0.04%	85
2025 Q3	$619K	Hold	1,299	–	–	0.04%	87
2025 Q2	$652K	Sell	1,299 -11	-0.8%	-$5.09K	0.07%	72
2025 Q1	$610K	Buy	1,310 +18	+1%	+$8.67K	0.07%	65
2024 Q4	$612K	Buy	1,292 +1	+0.1%	+$477	0.08%	66
2024 Q3	$613K	Hold	1,291	–	–	0.07%	62
2024 Q2	$543K	Hold	1,291	–	–	0.06%	66
2024 Q1	$507K	Hold	1,291	–	–	0.06%	67
2023 Q4	$504K	Sell	1,291 -126	-9%	-$43.8K	0.07%	62
2023 Q3	$453K	Hold	1,417	–	–	0.07%	67
2023 Q2	$493K	Hold	1,417	–	–	0.07%	65
2023 Q1	$434K	Hold	1,417	–	–	0.07%	60
2022 Q4	$395K	Hold	1,417	–	–	0.06%	56
2022 Q3	$344K	Hold	1,417	–	–	0.06%	64
2022 Q2	$385K	Hold	1,417	–	–	0.07%	63
2022 Q1	$478K	Hold	1,417	–	–	0.07%	57
2021 Q4	$553K	Buy	+1,417	New	+$547K	0.08%	58

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

DDD Partners's MCO Position: Q1 2026 in Review

DDD Partners reduced its Moody's (MCO) stake by 0.23% in Q1 2026, selling an estimated $1.42K and leaving 1,296 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #91.

DDD Partners first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $664K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

DDD Partners held 1,296 shares of Moody's worth $565K as of Q1 2026.
DDD Partners sold 3 Moody's shares in Q1 2026, an estimated $1.42K.
Moody's made up 0.04% of DDD Partners's portfolio in Q1 2026, its #91 holding.
DDD Partners first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
DDD Partners's Moody's position peaked at $664K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.