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GFI Investment Counsel’s Moody's MCO Stock Holding History

GFI Investment Counsel’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 		$52.6M Sell
120,472
-37,943
-24% -$17.9M 7.19% 7
2025
Q4 		$80.9M Sell
158,415
-2,965
-2% -$1.45M 8.63% 3
2025
Q3 		$76.9M Buy
161,380
+320
+0.2% +$161K 8.01% 3
2025
Q2 		$80.8M Buy
161,060
+252
+0.2% +$117K 8.8% 3
2025
Q1 		$74.9M Sell
160,808
-568
-0.4% -$274K 8.71% 3
2024
Q4 		$76.4M Buy
161,376
+186
+0.1% +$88.8K 8.77% 4
2024
Q3 		$76.5M Sell
161,190
-6,691
-4% -$3.1M 8.88% 3
2024
Q2 		$70.7M Sell
167,881
-5,001
-3% -$1.99M 9.25% 3
2024
Q1 		$67.9M Buy
172,882
+971
+0.6% +$374K 8.61% 5
2023
Q4 		$67.1M Sell
171,911
-7,375
-4% -$2.56M 9.28% 5
2023
Q3 		$56.7M Buy
179,286
+494
+0.3% +$168K 8.65% 5
2023
Q2 		$62.2M Sell
178,792
-1,933
-1% -$613K 9.46% 5
2023
Q1 		$55.3M Sell
180,725
-469
-0.3% -$142K 9.46% 6
2022
Q4 		$50.5M Sell
181,194
-3,051
-2% -$835K 8.5% 8
2022
Q3 		$44.8M Buy
184,245
+681
+0.4% +$198K 7.77% 8
2022
Q2 		$49.9M Buy
183,564
+187
+0.1% +$55.9K 7.84% 8
2022
Q1 		$61.9M Buy
183,377
+5,733
+3% +$1.93M 8.12% 7
2021
Q4 		$69.4M Buy
177,644
+3,664
+2% +$1.41M 8.04% 7
2021
Q3 		$61.8M Buy
173,980
+5,515
+3% +$2.08M 7.94% 8
2021
Q2 		$61M Buy
168,465
+6,723
+4% +$2.24M 8.38% 7
2021
Q1 		$48.3M Buy
161,742
+15,064
+10% +$4.24M 7.71% 7
2020
Q4 		$42.6M Buy
146,678
+10,624
+8% +$2.97M 7.93% 8
2020
Q3 		$39.4M Buy
136,054
+1,769
+1% +$505K 8.54% 7
2020
Q2 		$36.9M Buy
+134,285
New +$34.1M 8.93% 7

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

GFI Investment Counsel's MCO Position: Q1 2026 in Review

GFI Investment Counsel reduced its Moody's (MCO) stake by 24% in Q1 2026, selling an estimated $17.9M and leaving 120,472 shares worth $52.6M. The position accounts for 7.19% of the portfolio, ranked #7.

GFI Investment Counsel first reported a position in MCO in Q2 2020 and has held it in 24 quarters since. The position peaked at $80.9M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • GFI Investment Counsel held 120,472 shares of Moody's worth $52.6M as of Q1 2026.
  • GFI Investment Counsel sold 37,943 Moody's shares in Q1 2026, an estimated $17.9M.
  • Moody's made up 7.19% of GFI Investment Counsel's portfolio in Q1 2026, its #7 holding.
  • GFI Investment Counsel first reported a position in Moody's in Q2 2020 and has held it in 24 quarters since.
  • GFI Investment Counsel's Moody's position peaked at $80.9M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on GFI Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.