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Evercore Wealth Management’s Moody's MCO Stock Holding History

Evercore Wealth 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 		$650K Sell
1,489
-15
-1% -$7.1K 0.01% 250
2025
Q4 		$768K Hold
1,504
– – 0.01% 243
2025
Q3 		$717K Hold
1,504
– – 0.01% 253
2025
Q2 		$754K Hold
1,504
– – 0.01% 235
2025
Q1 		$700K Sell
1,504
-36
-2% -$17.3K 0.01% 247
2024
Q4 		$729K Buy
1,540
+1
+0.1% +$477 0.01% 241
2024
Q3 		$730K Hold
1,539
– – 0.01% 246
2024
Q2 		$648K Sell
1,539
-15
-1% -$5.97K 0.01% 253
2024
Q1 		$611K Sell
1,554
-105
-6% -$40.5K 0.01% 255
2023
Q4 		$648K Buy
1,659
+215
+15% +$74.7K 0.01% 256
2023
Q3 		$457K Hold
1,444
– – 0.01% 282
2023
Q2 		$502K Hold
1,444
– – 0.01% 280
2023
Q1 		$442K Hold
1,444
– – 0.01% 286
2022
Q4 		$402K Buy
1,444
+40
+3% +$10.9K 0.01% 292
2022
Q3 		$341K Hold
1,404
– – 0.01% 298
2022
Q2 		$382K Hold
1,404
– – 0.01% 287
2022
Q1 		$474K Sell
1,404
-1
-0.1% -$336 0.01% 290
2021
Q4 		$549K Hold
1,405
– – 0.01% 271
2021
Q3 		$499K Sell
1,405
-100
-7% -$37.7K 0.01% 284
2021
Q2 		$545K Sell
1,505
-11
-0.7% -$3.66K 0.01% 280
2021
Q1 		$453K Sell
1,516
-101
-6% -$28.4K 0.01% 308
2020
Q4 		$469K Sell
1,617
-59
-4% -$16.5K 0.01% 300
2020
Q3 		$486K Sell
1,676
-103
-6% -$29.4K 0.01% 266
2020
Q2 		$489K Sell
1,779
-736
-29% -$187K 0.01% 262
2020
Q1 		$532K Sell
2,515
-48
-2% -$11.7K 0.02% 237
2019
Q4 		$609K Sell
2,563
-104
-4% -$23.1K 0.02% 259
2019
Q3 		$546K Sell
2,667
-150
-5% -$31.4K 0.02% 267
2019
Q2 		$550K Buy
2,817
+24
+0.9% +$4.55K 0.02% 269
2019
Q1 		$506K Buy
2,793
+253
+10% +$41.6K 0.02% 268
2018
Q4 		$356K Buy
2,540
+135
+6% +$20.4K 0.01% 281
2018
Q3 		$402K Buy
+2,405
New +$423K 0.01% 303
2018
Q1 		– Sell
-150
Closed -$22K – 614
2017
Q4 		$22K Hold
150
– – ﹤0.01% 716
2017
Q3 		$21K Hold
150
– – ﹤0.01% 709
2017
Q2 		$18K Buy
150
+133
+782% +$15.6K ﹤0.01% 738
2017
Q1 		$2K Sell
17
-14
-45% -$1.5K ﹤0.01% 948
2016
Q4 		$3K Sell
31
-166
-84% -$16.8K ﹤0.01% 928
2016
Q3 		$21K Hold
197
– – ﹤0.01% 761
2016
Q2 		$18K Buy
197
+17
+9% +$1.64K ﹤0.01% 773
2016
Q1 		$17K Sell
180
-145
-45% -$13K ﹤0.01% 744
2015
Q4 		$33K Buy
325
+180
+124% +$18K ﹤0.01% 670
2015
Q3 		$14K Hold
145
– – ﹤0.01% 798
2015
Q2 		$16K Hold
145
– – ﹤0.01% 831
2015
Q1 		$15K Hold
145
– – ﹤0.01% 821
2014
Q4 		$14K Hold
145
– – ﹤0.01% 711
2014
Q3 		$14K Hold
145
– – ﹤0.01% 784
2014
Q2 		$13K Hold
145
– – ﹤0.01% 801
2014
Q1 		$12K Buy
+145
New +$11.4K ﹤0.01% 807
2013
Q3 		– Sell
-335
Closed -$20K – 1002
2013
Q2 		$20K Buy
+335
New +$20.3K ﹤0.01% 662

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

Evercore Wealth Management's MCO Position: Q1 2026 in Review

Evercore Wealth Management reduced its Moody's (MCO) stake by 1% in Q1 2026, selling an estimated $7.1K and leaving 1,489 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #250.

Evercore Wealth Management first reported a position in MCO in Q2 2013 and has held it in 48 quarters since. The position peaked at $768K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Evercore Wealth Management held 1,489 shares of Moody's worth $650K as of Q1 2026.
  • Evercore Wealth Management sold 15 Moody's shares in Q1 2026, an estimated $7.1K.
  • Moody's made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #250 holding.
  • Evercore Wealth Management first reported a position in Moody's in Q2 2013 and has held it in 48 quarters since.
  • Evercore Wealth Management's Moody's position peaked at $768K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.