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

Evelyn Partners Investment 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 		$74.2K Hold
170
– – ﹤0.01% 260
2025
Q4 		$86.8K Hold
170
– – ﹤0.01% 254
2025
Q3 		$81K Hold
170
– – ﹤0.01% 256
2025
Q2 		$85.3K Hold
170
– – ﹤0.01% 246
2025
Q1 		$79.2K Hold
170
– – ﹤0.01% 249
2024
Q4 		$80.5K Buy
+170
New +$81.1K ﹤0.01% 248

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

Evelyn Partners Investment Management held its Moody's (MCO) position steady in Q1 2026 at 170 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Evelyn Partners Investment Management first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.8K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Evelyn Partners Investment Management held 170 shares of Moody's worth $74.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #260 holding.
  • Evelyn Partners Investment Management first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Moody's position peaked at $86.8K in Q4 2025.
  • 1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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