FourThought Financial Partners’s Moody's MCO Stock Holding History

FourThought Financial Partners’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	$289K	Sell	662 -122	-16%	-$57.7K	0.02%	273
2025 Q4	$400K	Buy	784 +61	+8%	+$29.8K	0.03%	248
2025 Q3	$344K	Buy	723 +2	+0.3%	+$1.01K	0.03%	269
2025 Q2	$362K	Hold	721	–	–	0.04%	217
2025 Q1	$336K	Sell	721 -1	-0.1%	-$482	0.04%	228
2024 Q4	$342K	Buy	+722	New	+$345K	0.04%	232
2024 Q2	–	Sell	-704	Closed	-$277K	–	264
2024 Q1	$277K	Buy	704 +18	+3%	+$6.94K	0.03%	263
2023 Q4	$268K	Buy	686 +1	+0.1%	+$348	0.03%	263
2023 Q3	$217K	Hold	685	–	–	0.03%	290
2023 Q2	$238K	Hold	685	–	–	0.03%	289
2023 Q1	$210K	Sell	685 -72	-10%	-$21.8K	0.03%	302
2022 Q4	$211K	Buy	+757	New	+$207K	0.03%	298

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

FourThought Financial Partners's MCO Position: Q1 2026 in Review

FourThought Financial Partners reduced its Moody's (MCO) stake by 16% in Q1 2026, selling an estimated $57.7K and leaving 662 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #273.

FourThought Financial Partners first reported a position in MCO in Q4 2022 and has held it in 12 quarters since. The position peaked at $400K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

FourThought Financial Partners held 662 shares of Moody's worth $289K as of Q1 2026.
FourThought Financial Partners sold 122 Moody's shares in Q1 2026, an estimated $57.7K.
Moody's made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #273 holding.
FourThought Financial Partners first reported a position in Moody's in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Moody's position peaked at $400K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.