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Ellsworth Advisors’s Moody's MCO Stock Holding History

Ellsworth Advisors’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 		– Sell
-4,425
Closed -$2.39M – 186
2025
Q4 		$2.39M Buy
4,425
+712
+19% +$347K 0.47% 73
2025
Q3 		$1.78M Buy
3,713
+284
+8% +$143K 0.38% 78
2025
Q2 		$1.72M Buy
+3,429
New +$1.59M 0.42% 75

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

Ellsworth Advisors's MCO Position: Q1 2026 in Review

Ellsworth Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 4,425 shares — an estimated $2.39M sold.

Ellsworth Advisors first reported a position in MCO in Q2 2025 and held it in 3 quarters. The position peaked at $2.39M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ellsworth Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Ellsworth Advisors sold 4,425 Moody's shares in Q1 2026, an estimated $2.39M.
  • Ellsworth Advisors first reported a position in Moody's in Q2 2025 and held it in 3 quarters.
  • Ellsworth Advisors's Moody's position peaked at $2.39M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ellsworth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.