First National Advisers’s Moody's MCO Stock Holding History

First National Advisers’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	$2.74M	Sell	6,274 -776	-11%	-$367K	0.4%	68
2025 Q4	$3.6M	Sell	7,050 -159	-2%	-$77.6K	0.5%	53
2025 Q3	$3.44M	Buy	7,209 +158	+2%	+$79.6K	0.47%	60
2025 Q2	$3.54M	Buy	7,051 +63	+0.9%	+$29.2K	0.52%	56
2025 Q1	$3.25M	Sell	6,988 -33	-0.5%	-$15.9K	0.52%	52
2024 Q4	$3.32M	Buy	7,021 +267	+4%	+$127K	0.54%	50
2024 Q3	$3.21M	Buy	6,754 +387	+6%	+$179K	0.51%	56
2024 Q2	$2.68M	Buy	6,367 +780	+14%	+$310K	0.49%	62
2024 Q1	$2.03M	Buy	5,587 +723	+15%	+$279K	0.45%	70
2023 Q4	$1.9M	Buy	4,864 +1,417	+41%	+$492K	0.55%	66
2023 Q3	$1.09M	Buy	3,447 +1,552	+82%	+$528K	0.49%	73
2023 Q2	$659K	Buy	1,895 +2	+0.1%	+$634	0.61%	62
2023 Q1	$579K	Buy	1,893 +73	+4%	+$22.1K	0.66%	60
2022 Q4	$507K	Buy	1,820 +198	+12%	+$54.2K	0.65%	60
2022 Q3	$394K	Buy	1,622 +515	+47%	+$150K	0.58%	65
2022 Q2	$301K	Buy	+1,107	New	+$331K	0.62%	69

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

First National Advisers's MCO Position: Q1 2026 in Review

First National Advisers reduced its Moody's (MCO) stake by 11% in Q1 2026, selling an estimated $367K and leaving 6,274 shares worth $2.74M. The position accounts for 0.4% of the portfolio, ranked #68.

First National Advisers first reported a position in MCO in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.6M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

First National Advisers held 6,274 shares of Moody's worth $2.74M as of Q1 2026.
First National Advisers sold 776 Moody's shares in Q1 2026, an estimated $367K.
Moody's made up 0.4% of First National Advisers's portfolio in Q1 2026, its #68 holding.
First National Advisers first reported a position in Moody's in Q2 2022 and has held it in 16 quarters since.
First National Advisers's Moody's position peaked at $3.6M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.