Financial Consulate’s Moody's MCO Stock Holding History

Financial Consulate’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	$252K	Sell	579 -185	-24%	-$87.5K	0.03%	128
2025 Q4	$390K	Sell	764 -152	-17%	-$74.2K	0.05%	101
2025 Q3	$436K	Buy	+916	New	+$462K	0.06%	102
2023 Q2	–	Sell	-1,362	Closed	-$417K	–	86
2023 Q1	$417K	Buy	1,362 +266	+24%	+$80.4K	0.15%	83
2022 Q4	$305K	Buy	1,096 +28	+3%	+$7.66K	0.11%	104
2022 Q3	$260K	Buy	+1,068	New	+$310K	0.11%	98
2022 Q1	–	Sell	-544	Closed	-$213K	–	140
2021 Q4	$213K	Buy	+544	New	+$210K	0.07%	132
2021 Q3	–	Sell	-582	Closed	-$211K	–	136
2021 Q2	$211K	Buy	+582	New	+$194K	0.08%	123

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

Financial Consulate's MCO Position: Q1 2026 in Review

Financial Consulate reduced its Moody's (MCO) stake by 24% in Q1 2026, selling an estimated $87.5K and leaving 579 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #128.

Financial Consulate first reported a position in MCO in Q2 2021 and has held it in 8 quarters since. The position peaked at $436K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Financial Consulate held 579 shares of Moody's worth $252K as of Q1 2026.
Financial Consulate sold 185 Moody's shares in Q1 2026, an estimated $87.5K.
Moody's made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #128 holding.
Financial Consulate first reported a position in Moody's in Q2 2021 and has held it in 8 quarters since.
Financial Consulate's Moody's position peaked at $436K in Q3 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.