EH
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Equitable Holdings’s Moody's MCO Stock Holding History

Equitable Holdings’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 		$332K Buy
+656
New +$310K ﹤0.01% 1417
2025
Q3 		– Sell
-526
Closed -$264K – 1569
2025
Q2 		$264K Sell
526
-1,143
-68% -$529K ﹤0.01% 1244
2025
Q1 		$777K Buy
+1,669
New +$804K 0.01% 788

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

Equitable Holdings's MCO Position: Q1 2026 in Review

Equitable Holdings opened a new position in Moody's (MCO) in Q1 2026: 656 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in MCO as recently as Q2 2025.

Equitable Holdings first reported a position in MCO in Q1 2025 and has held it in 3 quarters since. The position peaked at $777K in Q1 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Equitable Holdings held 656 shares of Moody's worth $332K as of Q1 2026.
  • Moody's was a new Equitable Holdings position in Q1 2026.
  • Moody's made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1417 holding.
  • Equitable Holdings first reported a position in Moody's in Q1 2025 and has held it in 3 quarters since.
  • Equitable Holdings's Moody's position peaked at $777K in Q1 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.