EQF
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Evergreen Quality Fund’s Moody's MCO Stock Holding History

Evergreen Quality Fund’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 		$147M Sell
337,200
-337,200
-50% -$160M 3.37% 9
2025
Q4 		$345M Hold
674,400
– – 6.8% 3
2025
Q3 		$321M Buy
674,400
+57,000
+9% +$28.7M 7.13% 3
2025
Q2 		$310M Buy
617,400
+122,200
+25% +$56.6M 9.57% 4
2025
Q1 		$231M Sell
495,200
-84,048
-15% -$40.5M 8.62% 6
2024
Q4 		$274M Buy
579,248
+415,200
+253% +$198M 8.8% 4
2024
Q3 		$77.9M Hold
164,048
– – 3.95% 7
2024
Q2 		$69.1M Buy
+164,048
New +$65.3M 2.85% 15

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 Quality Fund's MCO Position: Q1 2026 in Review

Evergreen Quality Fund reduced its Moody's (MCO) stake by 50% in Q1 2026, selling an estimated $160M and leaving 337,200 shares worth $147M. The position accounts for 3.37% of the portfolio, ranked #9.

Evergreen Quality Fund first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $345M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Evergreen Quality Fund held 337,200 shares of Moody's worth $147M as of Q1 2026.
  • Evergreen Quality Fund sold 337,200 Moody's shares in Q1 2026, an estimated $160M.
  • Moody's made up 3.37% of Evergreen Quality Fund's portfolio in Q1 2026, its #9 holding.
  • Evergreen Quality Fund first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
  • Evergreen Quality Fund's Moody's position peaked at $345M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Evergreen Quality Fund's 13F filing for Q1 2026, filed 15 May 2026.