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Forum Financial Management’s Moody's MCO Stock Holding History

Forum Financial 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 		– Sell
-821
Closed -$419K – 713
2025
Q4 		$419K Buy
821
+11
+1% +$5.37K 0.01% 571
2025
Q3 		$386K Buy
810
+141
+21% +$71.1K 0.01% 591
2025
Q2 		$336K Sell
669
-82
-11% -$38K 0.01% 609
2025
Q1 		$350K Buy
751
+29
+4% +$14K 0.01% 513
2024
Q4 		$342K Buy
722
+105
+17% +$50.1K 0.01% 538
2024
Q3 		$293K Buy
617
+2
+0.3% +$927 ﹤0.01% 533
2024
Q2 		$259K Buy
615
+1
+0.2% +$398 ﹤0.01% 540
2024
Q1 		$241K Hold
614
– – ﹤0.01% 609
2023
Q4 		$240K Buy
+614
New +$213K ﹤0.01% 561
2023
Q3 		– Sell
-596
Closed -$207K – 662
2023
Q2 		$207K Buy
+596
New +$189K ﹤0.01% 600
2022
Q1 		– Sell
-800
Closed -$312K – 651
2021
Q4 		$312K Buy
+800
New +$309K 0.02% 401

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

Forum Financial Management's MCO Position: Q1 2026 in Review

Forum Financial Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 821 shares — an estimated $419K sold.

Forum Financial Management first reported a position in MCO in Q4 2021 and held it in 11 quarters. The position peaked at $419K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Forum Financial Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 821 Moody's shares in Q1 2026, an estimated $419K.
  • Forum Financial Management first reported a position in Moody's in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Moody's position peaked at $419K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.