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

Evermay 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	$1.2M	Hold	2,742	–	–	0.13%	69
2025 Q4	$1.4M	Hold	2,742	–	–	0.16%	61
2025 Q3	$1.31M	Hold	2,742	–	–	0.15%	66
2025 Q2	$1.38M	Hold	2,742	–	–	0.17%	54
2025 Q1	$1.28M	Hold	2,742	–	–	0.17%	64
2024 Q4	$1.3M	Hold	2,742	–	–	0.2%	60
2024 Q3	$1.3M	Hold	2,742	–	–	0.21%	65
2024 Q2	$1.15M	Hold	2,742	–	–	0.19%	70
2024 Q1	$1.08M	Sell	2,742 -1	-0%	-$386	0.16%	76
2023 Q4	$1.07M	Buy	2,743 +1	+0%	+$348	0.2%	60
2023 Q3	$867K	Hold	2,742	–	–	0.18%	66
2023 Q2	$953K	Hold	2,742	–	–	0.18%	59
2023 Q1	$839K	Hold	2,742	–	–	0.17%	67
2022 Q4	$764K	Hold	2,742	–	–	0.16%	69
2022 Q3	$667K	Hold	2,742	–	–	0.13%	73
2022 Q2	$746K	Hold	2,742	–	–	0.14%	66
2022 Q1	$925K	Buy	+2,742	New	+$922K	0.16%	67

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

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

Evermay Wealth Management held its Moody's (MCO) position steady in Q1 2026 at 2,742 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #69.

Evermay Wealth Management first reported a position in MCO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Evermay Wealth Management held 2,742 shares of Moody's worth $1.2M as of Q1 2026.
Evermay Wealth Management left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.13% of Evermay Wealth Management's portfolio in Q1 2026, its #69 holding.
Evermay Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 17 quarters since.
Evermay Wealth Management's Moody's position peaked at $1.4M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.