Essex Financial Services’s Moody's MCO Stock Holding History

Essex Financial Services’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	$276K	Buy	632 +28	+5%	+$13.2K	0.02%	640
2025 Q4	$309K	Buy	604 +94	+18%	+$45.9K	0.02%	591
2025 Q3	$243K	Sell	510 -78	-13%	-$39.3K	0.01%	637
2025 Q2	$295K	Sell	588 -16	-3%	-$7.41K	0.02%	553
2025 Q1	$281K	Sell	604 -1	-0.2%	-$482	0.02%	509
2024 Q4	$286K	Sell	605 -4	-0.7%	-$1.91K	0.02%	505
2024 Q3	$285K	Buy	609 +24	+4%	+$11.1K	0.02%	511
2024 Q2	$269K	Buy	585 +31	+6%	+$12.3K	0.02%	514
2024 Q1	$218K	Buy	+554	New	+$214K	0.02%	493

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

Essex Financial Services's MCO Position: Q1 2026 in Review

Essex Financial Services increased its Moody's (MCO) stake by 4.6% in Q1 2026, buying an estimated $13.2K and bringing the position to 632 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #640.

Essex Financial Services first reported a position in MCO in Q1 2024 and has held it in 9 quarters since. The position peaked at $309K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Essex Financial Services held 632 shares of Moody's worth $276K as of Q1 2026.
Essex Financial Services bought 28 Moody's shares in Q1 2026, an estimated $13.2K.
Moody's made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #640 holding.
Essex Financial Services first reported a position in Moody's in Q1 2024 and has held it in 9 quarters since.
Essex Financial Services's Moody's position peaked at $309K in Q4 2025.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.