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Edgestream Partners’s Moody's MCO Stock Holding History

Edgestream 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 		$4.03M Buy
9,239
+8,220
+807% +$3.89M 0.13% 302
2025
Q4 		$521K Sell
1,019
-113
-10% -$55.1K 0.01% 809
2025
Q3 		$539K Sell
1,132
-5,718
-83% -$2.88M 0.02% 721
2025
Q2 		$3.44M Buy
6,850
+1,108
+19% +$513K 0.1% 396
2025
Q1 		$2.67M Sell
5,742
-3,671
-39% -$1.77M 0.09% 413
2024
Q4 		$4.46M Buy
9,413
+4,254
+82% +$2.03M 0.19% 185
2024
Q3 		$2.45M Buy
5,159
+4,638
+890% +$2.15M 0.11% 342
2024
Q2 		$219K Sell
521
-491
-49% -$195K 0.01% 795
2024
Q1 		$398K Sell
1,012
-35
-3% -$13.5K 0.02% 681
2023
Q4 		$409K Sell
1,047
-9,211
-90% -$3.2M 0.03% 653
2023
Q3 		$3.24M Buy
+10,258
New +$3.49M 0.26% 84
2022
Q3 		– Sell
-7,363
Closed -$2M – 552
2022
Q2 		$2M Buy
7,363
+4,860
+194% +$1.45M 0.16% 202
2022
Q1 		$845K Buy
2,503
+1,975
+374% +$664K 0.07% 353
2021
Q4 		$206K Sell
528
-295
-36% -$114K 0.01% 465
2021
Q3 		$292K Sell
823
-536
-39% -$202K 0.02% 432
2021
Q2 		$492K Buy
+1,359
New +$452K 0.03% 357
2021
Q1 		– Sell
-15,477
Closed -$4.49M – 417
2020
Q4 		$4.49M Sell
15,477
-16,517
-52% -$4.62M 0.23% 147
2020
Q3 		$9.27M Sell
31,994
-22,774
-42% -$6.5M 0.6% 53
2020
Q2 		$15M Buy
54,768
+39,072
+249% +$9.93M 0.79% 37
2020
Q1 		$3.32M Sell
15,696
-3,180
-17% -$773K 0.31% 102
2019
Q4 		$4.48M Buy
+18,876
New +$4.19M 0.23% 133
2019
Q1 		– Sell
-64,436
Closed -$9.02M – 267
2018
Q4 		$9.02M Buy
64,436
+18,510
+40% +$2.79M 1.58% 8
2018
Q3 		$7.68M Buy
45,926
+39,684
+636% +$6.98M 1.31% 11
2018
Q2 		$1.06M Buy
6,242
+3,241
+108% +$549K 0.22% 142
2018
Q1 		$484K Buy
+3,001
New +$486K 0.1% 186

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

Edgestream Partners's MCO Position: Q1 2026 in Review

Edgestream Partners increased its Moody's (MCO) stake by 807% in Q1 2026, buying an estimated $3.89M and bringing the position to 9,239 shares worth $4.03M. The position accounts for 0.13% of the portfolio, ranked #302.

Edgestream Partners first reported a position in MCO in Q1 2018 and has held it in 25 quarters since. The position peaked at $15M in Q2 2020. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Edgestream Partners held 9,239 shares of Moody's worth $4.03M as of Q1 2026.
  • Edgestream Partners bought 8,220 Moody's shares in Q1 2026, an estimated $3.89M.
  • Moody's made up 0.13% of Edgestream Partners's portfolio in Q1 2026, its #302 holding.
  • Edgestream Partners first reported a position in Moody's in Q1 2018 and has held it in 25 quarters since.
  • Edgestream Partners's Moody's position peaked at $15M in Q2 2020.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.