Gillson Capital’s Moody's MCO Stock Holding History

Gillson Capital’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	$39.4M	Sell	90,388 -37,120	-29%	-$17.6M	3.23%	7
2025 Q4	$65.1M	Buy	127,508 +13,839	+12%	+$6.75M	4.26%	4
2025 Q3	$54.2M	Buy	113,669 +47,438	+72%	+$23.9M	4.7%	1
2025 Q2	$33.2M	Buy	66,231 +18,007	+37%	+$8.34M	2.54%	12
2025 Q1	$22.5M	Sell	48,224 -40,298	-46%	-$19.4M	1.92%	22
2024 Q4	$41.9M	Buy	88,522 +37,125	+72%	+$17.7M	3.78%	6
2024 Q3	$24.4M	Buy	51,397 +10,897	+27%	+$5.05M	2.22%	14
2024 Q2	$17M	Buy	+40,500	New	+$16.1M	1.65%	26
2023 Q3	–	Sell	-92,810	Closed	-$32.3M	–	108
2023 Q2	$32.3M	Buy	92,810 +57,825	+165%	+$18.3M	2.85%	9
2023 Q1	$10.7M	Buy	+34,985	New	+$10.6M	0.89%	44

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

Gillson Capital's MCO Position: Q1 2026 in Review

Gillson Capital reduced its Moody's (MCO) stake by 29% in Q1 2026, selling an estimated $17.6M and leaving 90,388 shares worth $39.4M. The position accounts for 3.23% of the portfolio, ranked #7.

Gillson Capital first reported a position in MCO in Q1 2023 and has held it in 10 quarters since. The position peaked at $65.1M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Gillson Capital held 90,388 shares of Moody's worth $39.4M as of Q1 2026.
Gillson Capital sold 37,120 Moody's shares in Q1 2026, an estimated $17.6M.
Moody's made up 3.23% of Gillson Capital's portfolio in Q1 2026, its #7 holding.
Gillson Capital first reported a position in Moody's in Q1 2023 and has held it in 10 quarters since.
Gillson Capital's Moody's position peaked at $65.1M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.