GEM
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Global Endowment Management’s Moody's MCO Stock Holding History

Global Endowment 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
-499
Closed -$255K – 134
2025
Q4 		$255K Sell
499
-1,086
-69% -$530K 0.03% 122
2025
Q3 		$755K Sell
1,585
-40
-2% -$20.2K 0.09% 68
2025
Q2 		$815K Buy
1,625
+228
+16% +$106K 0.11% 56
2025
Q1 		$651K Sell
1,397
-1,762
-56% -$849K 0.08% 67
2024
Q4 		$1.5M Buy
3,159
+11
+0.3% +$5.25K 0.19% 54
2024
Q3 		$1.49M Sell
3,148
-579
-16% -$268K 0.15% 62
2024
Q2 		$1.57M Buy
3,727
+475
+15% +$189K 0.17% 51
2024
Q1 		$1.28M Buy
3,252
+1,912
+143% +$737K 0.13% 70
2023
Q4 		$523K Buy
+1,340
New +$466K 0.06% 106

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

Global Endowment Management's MCO Position: Q1 2026 in Review

Global Endowment Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 499 shares — an estimated $255K sold.

Global Endowment Management first reported a position in MCO in Q4 2023 and held it in 9 quarters. The position peaked at $1.57M in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Global Endowment Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Global Endowment Management sold 499 Moody's shares in Q1 2026, an estimated $255K.
  • Global Endowment Management first reported a position in Moody's in Q4 2023 and held it in 9 quarters.
  • Global Endowment Management's Moody's position peaked at $1.57M in Q2 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.