Golden State Equity Partners’s Moody's MCO Stock Holding History

Golden State Equity Partners’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	$10K	Sell	23 -406	-95%	-$192K	﹤0.01%	1294
2025 Q4	$219K	Buy	+429	New	+$209K	0.04%	460
2025 Q3	–	Sell	-459	Closed	-$230K	–	471
2025 Q2	$230K	Sell	459 -143	-24%	-$66.2K	0.04%	390
2025 Q1	$280K	Sell	602 -146	-20%	-$70.3K	0.06%	353
2024 Q4	$354K	Sell	748 -176	-19%	-$84K	0.07%	299
2024 Q3	$438K	Sell	924 -433	-32%	-$201K	0.23%	105
2024 Q2	$571K	Buy	+1,357	New	+$540K	0.12%	188
2023 Q4	$443K	Buy	1,133 +239	+27%	+$83.1K	0.11%	209
2023 Q3	$283K	Buy	894 +178	+25%	+$60.5K	0.08%	262
2023 Q2	$249K	Buy	+716	New	+$227K	0.07%	312

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

Golden State Equity Partners's MCO Position: Q1 2026 in Review

Golden State Equity Partners reduced its Moody's (MCO) stake by 95% in Q1 2026, selling an estimated $192K and leaving 23 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Golden State Equity Partners first reported a position in MCO in Q2 2023 and has held it in 10 quarters since. The position peaked at $571K in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Golden State Equity Partners held 23 shares of Moody's worth $10K as of Q1 2026.
Golden State Equity Partners sold 406 Moody's shares in Q1 2026, an estimated $192K.
Moody's made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1294 holding.
Golden State Equity Partners first reported a position in Moody's in Q2 2023 and has held it in 10 quarters since.
Golden State Equity Partners's Moody's position peaked at $571K in Q2 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.