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Fogel Capital Management’s Moody's MCO Stock Holding History

Fogel Capital 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 		$5.7M Buy
13,061
+1,686
+15% +$798K 2.61% 12
2025
Q4 		$5.81M Buy
11,375
+205
+2% +$100K 2.68% 12
2025
Q3 		$5.32M Buy
11,170
+95
+0.9% +$47.9K 2.46% 14
2025
Q2 		$5.56M Buy
11,075
+355
+3% +$164K 2.96% 11
2025
Q1 		$4.99M Sell
10,720
-45
-0.4% -$21.7K 2.69% 13
2024
Q4 		$5.1M Sell
10,765
-35
-0.3% -$16.7K 2.56% 12
2024
Q3 		$5.13M Sell
10,800
-525
-5% -$243K 2.64% 14
2024
Q2 		$4.77M Buy
11,325
+175
+2% +$69.6K 2.54% 13
2024
Q1 		$4.24M Buy
11,150
+40
+0.4% +$15.4K 2.5% 13
2023
Q4 		$4.42M Buy
+11,110
New +$3.86M 3.38% 10

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Fogel Capital Management's MCO Position: Q1 2026 in Review

Fogel Capital Management increased its Moody's (MCO) stake by 15% in Q1 2026, buying an estimated $798K and bringing the position to 13,061 shares worth $5.7M. The position accounts for 2.61% of the portfolio, ranked #12.

Fogel Capital Management first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.81M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Fogel Capital Management held 13,061 shares of Moody's worth $5.7M as of Q1 2026.
  • Fogel Capital Management bought 1,686 Moody's shares in Q1 2026, an estimated $798K.
  • Moody's made up 2.61% of Fogel Capital Management's portfolio in Q1 2026, its #12 holding.
  • Fogel Capital Management first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
  • Fogel Capital Management's Moody's position peaked at $5.81M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.