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Evelyn Partners Asset Management’s Moody's MCO Stock Holding History

Evelyn Partners Asset Management’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 		$3.93K Hold
9
– – ﹤0.01% 285
2025
Q4 		$4.6K Hold
9
– – ﹤0.01% 264
2025
Q3 		$4.29K Hold
9
– – ﹤0.01% 260
2025
Q2 		$4.51K Hold
9
– – ﹤0.01% 217
2025
Q1 		$4.19K Hold
9
– – ﹤0.01% 226
2024
Q4 		$4.26K Buy
+9
New +$4.29K ﹤0.01% 224

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

Evelyn Partners Asset Management's MCO Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Moody's (MCO) position steady in Q1 2026 at 9 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Evelyn Partners Asset Management first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.6K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Evelyn Partners Asset Management held 9 shares of Moody's worth $3.93K as of Q1 2026.
  • Evelyn Partners Asset Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #285 holding.
  • Evelyn Partners Asset Management first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Moody's position peaked at $4.6K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.