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Frank Rimerman Advisors’s Moody's MCO Stock Holding History

Frank Rimerman Advisors’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 		$1.32M Buy
3,037
+35
+1% +$16.6K 0.09% 190
2025
Q4 		$1.53M Buy
3,002
+43
+1% +$21K 0.1% 165
2025
Q3 		$1.41M Sell
2,959
-79
-3% -$39.8K 0.09% 170
2025
Q2 		$1.52M Buy
3,038
+3
+0.1% +$1.39K 0.1% 149
2025
Q1 		$1.41M Buy
3,035
+52
+2% +$25.1K 0.11% 150
2024
Q4 		$1.41M Sell
2,983
-1,316
-31% -$628K 0.1% 144
2024
Q3 		$2.04M Buy
4,299
+35
+0.8% +$16.2K 0.14% 116
2024
Q2 		$1.79M Buy
+4,264
New +$1.7M 0.13% 129

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

Frank Rimerman Advisors's MCO Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Moody's (MCO) stake by 1.2% in Q1 2026, buying an estimated $16.6K and bringing the position to 3,037 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #190.

Frank Rimerman Advisors first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Frank Rimerman Advisors held 3,037 shares of Moody's worth $1.32M as of Q1 2026.
  • Frank Rimerman Advisors bought 35 Moody's shares in Q1 2026, an estimated $16.6K.
  • Moody's made up 0.09% of Frank Rimerman Advisors's portfolio in Q1 2026, its #190 holding.
  • Frank Rimerman Advisors first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
  • Frank Rimerman Advisors's Moody's position peaked at $2.04M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.