Fiduciary Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.8M | Buy |
45,287
+39
| +0.1% | +$18.4K | 1.69% | 14 |
|
|
2025
Q4 | $23.1M | Sell |
45,248
-703
| -2% | -$343K | 1.94% | 12 |
|
|
2025
Q3 | $21.9M | Sell |
45,951
-501
| -1% | -$253K | 1.92% | 12 |
|
|
2025
Q2 | $23.3M | Sell |
46,452
-120
| -0.3% | -$55.6K | 2.19% | 9 |
|
|
2025
Q1 | $21.7M | Sell |
46,572
-144
| -0.3% | -$69.4K | 2.17% | 10 |
|
|
2024
Q4 | $22.1M | Sell |
46,716
-368
| -0.8% | -$176K | 2.22% | 9 |
|
|
2024
Q3 | $22.3M | Sell |
47,084
-483
| -1% | -$224K | 2.26% | 7 |
|
|
2024
Q2 | $20M | Sell |
47,567
-567
| -1% | -$226K | 2.15% | 9 |
|
|
2024
Q1 | $18.9M | Sell |
48,134
-1,029
| -2% | -$397K | 2.06% | 10 |
|
|
2023
Q4 | $19.2M | Sell |
49,163
-1,084
| -2% | -$377K | 2.25% | 9 |
|
|
2023
Q3 | $15.9M | Sell |
50,247
-368
| -0.7% | -$125K | 2.03% | 9 |
|
|
2023
Q2 | $17.6M | Sell |
50,615
-416
| -0.8% | -$132K | 2.16% | 9 |
|
|
2023
Q1 | $15.6M | Sell |
51,031
-1,244
| -2% | -$376K | 2.03% | 9 |
|
|
2022
Q4 | $14.6M | Sell |
52,275
-2,147
| -4% | -$587K | 1.94% | 10 |
|
|
2022
Q3 | $16M | Buy |
54,422
+31
| +0.1% | +$9.01K | 2.07% | 11 |
|
|
2022
Q2 | $17.3M | Sell |
54,391
-1,601
| -3% | -$479K | 2.16% | 10 |
|
|
2022
Q1 | $15.8M | Sell |
55,992
-2,458
| -4% | -$827K | 2.09% | 12 |
|
|
2021
Q4 | $22.8M | Sell |
58,450
-250
| -0.4% | -$96.4K | 2.54% | 7 |
|
|
2021
Q3 | $22.9M | Sell |
58,700
-850
| -1% | -$320K | 2.6% | 7 |
|
|
2021
Q2 | $22.8M | Buy |
59,550
+84
| +0.1% | +$28K | 2.64% | 7 |
|
|
2021
Q1 | $19.4M | Sell |
59,466
-574
| -1% | -$162K | 2.36% | 9 |
|
|
2020
Q4 | $16.7M | Buy |
60,040
+259
| +0.4% | +$72.4K | 2.21% | 9 |
|
|
2020
Q3 | $17.3M | Sell |
59,781
-368
| -0.6% | -$105K | 2.62% | 6 |
|
|
2020
Q2 | $16.5M | Sell |
60,149
-1,368
| -2% | -$348K | 2.76% | 6 |
|
|
2020
Q1 | $13M | Sell |
61,517
-551
| -0.9% | -$134K | 2.55% | 6 |
|
|
2019
Q4 | $14.7M | Sell |
62,068
-128
| -0.2% | -$28.4K | 2.35% | 8 |
|
|
2019
Q3 | $12.7M | Sell |
62,196
-200
| -0.3% | -$41.9K | 2.23% | 9 |
|
|
2019
Q2 | $12.2M | Sell |
62,396
-937
| -1% | -$178K | 2.19% | 9 |
|
|
2019
Q1 | $11.5M | Sell |
63,333
-993
| -2% | -$163K | 2.14% | 11 |
|
|
2018
Q4 | $9.01M | Sell |
64,326
-357
| -0.6% | -$53.9K | 1.86% | 13 |
|
|
2018
Q3 | $10.8M | Buy |
64,683
+765
| +1% | +$135K | 2.12% | 9 |
|
|
2018
Q2 | $10.9M | Sell |
63,918
-628
| -1% | -$106K | 2.3% | 8 |
|
|
2018
Q1 | $10.4M | Sell |
64,546
-1,388
| -2% | -$225K | 2.26% | 7 |
|
|
2017
Q4 | $9.73M | Sell |
65,934
-1,395
| -2% | -$204K | 2.08% | 9 |
|
|
2017
Q3 | $9.37M | Sell |
67,329
-1,717
| -2% | -$226K | 2.11% | 9 |
|
|
2017
Q2 | $8.4M | Sell |
69,046
-99
| -0.1% | -$11.6K | 1.94% | 9 |
|
|
2017
Q1 | $7.75M | Buy |
69,145
+6,345
| +10% | +$680K | 1.84% | 9 |
|
|
2016
Q4 | $5.92M | Buy |
62,800
+2,878
| +5% | +$291K | 1.53% | 18 |
|
|
2016
Q3 | $6.49M | Buy |
59,922
+714
| +1% | +$75.1K | 1.76% | 11 |
|
|
2016
Q2 | $5.55M | Buy |
59,208
+46,325
| +360% | +$4.48M | 1.54% | 16 |
|
|
2016
Q1 | $1.24M | Buy |
12,883
+490
| +4% | +$44K | 0.36% | 74 |
|
|
2015
Q4 | $1.24M | Buy |
12,393
+381
| +3% | +$38.2K | 0.37% | 74 |
|
|
2015
Q3 | $1.18M | Sell |
12,012
-110
| -0.9% | -$11.7K | 0.39% | 80 |
|
|
2015
Q2 | $1.31M | Buy |
+12,122
| New | +$1.31M | 0.41% | 83 |
|
Other funds holding MCO
VCM
VPM
PAM
Fiduciary Group's MCO Position: Q1 2026 in Review
Fiduciary Group increased its Moody's (MCO) stake by 0.09% in Q1 2026, buying an estimated $18.4K and bringing the position to 45,287 shares worth $19.8M. The position accounts for 1.69% of the portfolio, ranked #14.
Fiduciary Group first reported a position in MCO in Q2 2015 and has held it in 44 quarters since. The position peaked at $23.3M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Fiduciary Group held 45,287 shares of Moody's worth $19.8M as of Q1 2026.
- Fiduciary Group bought 39 Moody's shares in Q1 2026, an estimated $18.4K.
- Moody's made up 1.69% of Fiduciary Group's portfolio in Q1 2026, its #14 holding.
- Fiduciary Group first reported a position in Moody's in Q2 2015 and has held it in 44 quarters since.
- Fiduciary Group's Moody's position peaked at $23.3M in Q2 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.