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Evergreen Capital Management’s Moody's MCO Stock Holding History

Evergreen Capital 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 		$1.28M Buy
2,930
+1,516
+107% +$717K 0.03% 424
2025
Q4 		$722K Sell
1,414
-807
-36% -$394K 0.02% 563
2025
Q3 		$1.06M Buy
2,221
+161
+8% +$81.2K 0.03% 386
2025
Q2 		$1.03M Buy
2,060
+140
+7% +$64.8K 0.03% 356
2025
Q1 		$894K Sell
1,920
-14
-0.7% -$6.75K 0.03% 352
2024
Q4 		$915K Sell
1,934
-1,040
-35% -$496K 0.03% 355
2024
Q3 		$1.41M Buy
2,974
+1,134
+62% +$526K 0.05% 289
2024
Q2 		$775K Buy
1,840
+228
+14% +$90.7K 0.03% 352
2024
Q1 		$634K Sell
1,612
-375
-19% -$145K 0.02% 384
2023
Q4 		$776K Sell
1,987
-57
-3% -$19.8K 0.03% 319
2023
Q3 		$646K Buy
2,044
+12
+0.6% +$4.08K 0.03% 337
2023
Q2 		$707K Buy
2,032
+118
+6% +$37.4K 0.03% 325
2023
Q1 		$586K Buy
1,914
+257
+16% +$77.7K 0.03% 348
2022
Q4 		$462K Sell
1,657
-342
-17% -$93.5K 0.02% 386
2022
Q3 		$486K Buy
+1,999
New +$581K 0.03% 343

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

Evergreen Capital Management's MCO Position: Q1 2026 in Review

Evergreen Capital Management increased its Moody's (MCO) stake by 107% in Q1 2026, buying an estimated $717K and bringing the position to 2,930 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #424.

Evergreen Capital Management first reported a position in MCO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Evergreen Capital Management held 2,930 shares of Moody's worth $1.28M as of Q1 2026.
  • Evergreen Capital Management bought 1,516 Moody's shares in Q1 2026, an estimated $717K.
  • Moody's made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #424 holding.
  • Evergreen Capital Management first reported a position in Moody's in Q3 2022 and has held it in 15 quarters since.
  • Evergreen Capital Management's Moody's position peaked at $1.41M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.