Fidelis Capital Partners’s Moody's MCO Stock Holding History

Fidelis Capital Partners’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	$499K	Buy	1,144 +9	+0.8%	+$4.26K	0.04%	320
2025 Q4	$580K	Sell	1,135 -12	-1%	-$5.86K	0.04%	282
2025 Q3	$547K	Buy	1,147 +59	+5%	+$29.7K	0.04%	284
2025 Q2	$563K	Buy	1,088 +38	+4%	+$17.6K	0.05%	242
2025 Q1	$461K	Sell	1,050 -43	-4%	-$20.7K	0.05%	259
2024 Q4	$543K	Buy	1,093 +70	+7%	+$33.4K	0.05%	242
2024 Q3	$480K	Buy	1,023 +1	+0.1%	+$463	0.06%	241
2024 Q2	$461K	Sell	1,022 -29	-3%	-$11.5K	0.07%	222
2024 Q1	$413K	Buy	1,051 +133	+14%	+$51.3K	0.06%	235
2023 Q4	$359K	Sell	918 -5	-0.5%	-$1.74K	0.08%	218
2023 Q3	$292K	Buy	923 +51	+6%	+$17.3K	0.1%	200
2023 Q2	$303K	Buy	872 +118	+16%	+$37.4K	0.11%	198
2023 Q1	$230K	Buy	+754	New	+$228K	0.1%	215

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

Fidelis Capital Partners's MCO Position: Q1 2026 in Review

Fidelis Capital Partners increased its Moody's (MCO) stake by 0.79% in Q1 2026, buying an estimated $4.26K and bringing the position to 1,144 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #320.

Fidelis Capital Partners first reported a position in MCO in Q1 2023 and has held it in 13 quarters since. The position peaked at $580K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Fidelis Capital Partners held 1,144 shares of Moody's worth $499K as of Q1 2026.
Fidelis Capital Partners bought 9 Moody's shares in Q1 2026, an estimated $4.26K.
Moody's made up 0.04% of Fidelis Capital Partners's portfolio in Q1 2026, its #320 holding.
Fidelis Capital Partners first reported a position in Moody's in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Moody's position peaked at $580K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.