Gladstone Institutional Advisory’s Moody's MCO Stock Holding History

Gladstone Institutional Advisory’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	$335K	Buy	767 +102	+15%	+$48.3K	0.01%	637
2025 Q4	$340K	Sell	665 -54	-8%	-$26.3K	0.01%	604
2025 Q3	$343K	Sell	719 -18	-2%	-$9.07K	0.01%	603
2025 Q2	$370K	Buy	737 +10	+1%	+$4.63K	0.02%	570
2025 Q1	$339K	Buy	727 +15	+2%	+$7.23K	0.02%	558
2024 Q4	$337K	Buy	712 +6	+0.8%	+$2.86K	0.02%	555
2024 Q3	$335K	Hold	706	–	–	0.02%	550
2024 Q2	$297K	Sell	706 -3	-0.4%	-$1.19K	0.02%	545
2024 Q1	$279K	Sell	709 -31	-4%	-$12K	0.02%	546
2023 Q4	$289K	Buy	740 +35	+5%	+$12.2K	0.02%	531
2023 Q3	$223K	Sell	705 -2	-0.3%	-$680	0.01%	556
2023 Q2	$246K	Buy	707 +1	+0.1%	+$317	0.02%	557
2023 Q1	$216K	Sell	706 -13	-2%	-$3.93K	0.01%	598
2022 Q4	$200K	Buy	+719	New	+$197K	0.01%	603
2022 Q3	–	Sell	-763	Closed	-$208K	–	660
2022 Q2	$208K	Sell	763 -68	-8%	-$20.3K	0.02%	599
2022 Q1	$280K	Sell	831 -7	-0.8%	-$2.35K	0.02%	570
2021 Q4	$327K	Sell	838 -101	-11%	-$39K	0.03%	457
2021 Q3	$333K	Buy	939 +77	+9%	+$29K	0.03%	407
2021 Q2	$312K	Buy	+862	New	+$287K	0.04%	389

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

Gladstone Institutional Advisory's MCO Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Moody's (MCO) stake by 15% in Q1 2026, buying an estimated $48.3K and bringing the position to 767 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #637.

Gladstone Institutional Advisory first reported a position in MCO in Q2 2021 and has held it in 19 quarters since. The position peaked at $370K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Gladstone Institutional Advisory held 767 shares of Moody's worth $335K as of Q1 2026.
Gladstone Institutional Advisory bought 102 Moody's shares in Q1 2026, an estimated $48.3K.
Moody's made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #637 holding.
Gladstone Institutional Advisory first reported a position in Moody's in Q2 2021 and has held it in 19 quarters since.
Gladstone Institutional Advisory's Moody's position peaked at $370K in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.