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Gerber Kawasaki Wealth & Investment Management’s Moody's MCO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-422
Closed -$216K – 363
2025
Q4 		$216K Buy
+422
New +$206K 0.01% 316
2025
Q3 		– Sell
-403
Closed -$202K – 336
2025
Q2 		$202K Buy
+403
New +$187K 0.01% 303
2021
Q4 		– Sell
-1
Closed -$1K – 752
2021
Q3 		$1K Buy
+1
New +$377 ﹤0.01% 1024

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MCO Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 422 shares — an estimated $216K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MCO in Q3 2021 and held it in 3 quarters. The position peaked at $216K in Q4 2025. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 422 Moody's shares in Q1 2026, an estimated $216K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Moody's in Q3 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Moody's position peaked at $216K in Q4 2025.
  • 1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.