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Great Lakes Retirement’s Moody's MCO Stock Holding History

Great Lakes Retirement’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 		$1.67M Buy
3,836
+233
+6% +$110K 0.17% 119
2025
Q4 		$1.84M Buy
3,603
+243
+7% +$119K 0.19% 110
2025
Q3 		$1.6M Buy
3,360
+72
+2% +$36.3K 0.17% 125
2025
Q2 		$1.65M Buy
3,288
+103
+3% +$47.7K 0.2% 107
2025
Q1 		$1.48M Buy
3,185
+281
+10% +$135K 0.19% 114
2024
Q4 		$1.37M Buy
2,904
+171
+6% +$81.6K 0.18% 122
2024
Q3 		$1.3M Buy
2,733
+84
+3% +$38.9K 0.17% 131
2024
Q2 		$1.11M Buy
2,649
+278
+12% +$111K 0.15% 131
2024
Q1 		$932K Buy
2,371
+71
+3% +$27.4K 0.14% 144
2023
Q4 		$898K Buy
2,300
+87
+4% +$30.2K 0.15% 132
2023
Q3 		$700K Buy
2,213
+114
+5% +$38.8K 0.13% 148
2023
Q2 		$730K Buy
2,099
+29
+1% +$9.19K 0.13% 144
2023
Q1 		$633K Buy
2,070
+133
+7% +$40.2K 0.12% 143
2022
Q4 		$540K Buy
+1,937
New +$530K 0.14% 110
2020
Q1 		$231K Sell
1,154
-3,321
-74% -$807K 0.11% 133
2019
Q4 		$1.07M Buy
+4,475
New +$994K 0.33% 61

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

Great Lakes Retirement's MCO Position: Q1 2026 in Review

Great Lakes Retirement increased its Moody's (MCO) stake by 6.5% in Q1 2026, buying an estimated $110K and bringing the position to 3,836 shares worth $1.67M. The position accounts for 0.17% of the portfolio, ranked #119.

Great Lakes Retirement first reported a position in MCO in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.84M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Great Lakes Retirement held 3,836 shares of Moody's worth $1.67M as of Q1 2026.
  • Great Lakes Retirement bought 233 Moody's shares in Q1 2026, an estimated $110K.
  • Moody's made up 0.17% of Great Lakes Retirement's portfolio in Q1 2026, its #119 holding.
  • Great Lakes Retirement first reported a position in Moody's in Q4 2019 and has held it in 16 quarters since.
  • Great Lakes Retirement's Moody's position peaked at $1.84M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.