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Dunhill Financial’s Moody's MCO Stock Holding History

Dunhill Financial’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 		$279K Sell
638
-3
-0.5% -$1.42K 0.07% 120
2025
Q4 		$327K Buy
641
+2
+0.3% +$976 0.08% 89
2025
Q3 		$304K Buy
639
+1
+0.2% +$504 0.08% 92
2025
Q2 		$320K Sell
638
-1
-0.2% -$463 0.09% 80
2025
Q1 		$297K Sell
639
-3
-0.5% -$1.45K 0.14% 72
2024
Q4 		$304K Buy
642
+8
+1% +$3.82K 0.14% 61
2024
Q3 		$301K Buy
634
+16
+3% +$7.42K 0.15% 56
2024
Q2 		$260K Buy
618
+607
+5,518% +$241K 0.16% 57
2024
Q1 		$4.48K Buy
11
+1
+10% +$386 ﹤0.01% 333
2023
Q4 		$3.89K Buy
+10
New +$3.48K ﹤0.01% 323

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

Dunhill Financial's MCO Position: Q1 2026 in Review

Dunhill Financial reduced its Moody's (MCO) stake by 0.47% in Q1 2026, selling an estimated $1.42K and leaving 638 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #120.

Dunhill Financial first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $327K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Dunhill Financial held 638 shares of Moody's worth $279K as of Q1 2026.
  • Dunhill Financial sold 3 Moody's shares in Q1 2026, an estimated $1.42K.
  • Moody's made up 0.07% of Dunhill Financial's portfolio in Q1 2026, its #120 holding.
  • Dunhill Financial first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Moody's position peaked at $327K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.