GSB Wealth Management’s Moody's MCO Stock Holding History

GSB Wealth 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	$346K	Sell	794 -5	-0.6%	-$2.37K	0.08%	168
2025 Q4	$408K	Buy	799 +2	+0.3%	+$976	0.09%	156
2025 Q3	$380K	Hold	797	–	–	0.09%	164
2025 Q2	$400K	Sell	797 -6	-0.7%	-$2.78K	0.1%	156
2025 Q1	$374K	Buy	803 +7	+0.9%	+$3.37K	0.1%	156
2024 Q4	$377K	Buy	796 +2	+0.3%	+$955	0.1%	158
2024 Q3	$377K	Hold	794	–	–	0.1%	159
2024 Q2	$334K	Hold	794	–	–	0.09%	168
2024 Q1	$312K	Hold	794	–	–	0.09%	172
2023 Q4	$310K	Hold	794	–	–	0.1%	164
2023 Q3	$251K	Buy	794 +6	+0.8%	+$2.04K	0.08%	171
2023 Q2	$274K	Hold	788	–	–	0.09%	174
2023 Q1	$241K	Hold	788	–	–	0.08%	185
2022 Q4	$220K	Buy	+788	New	+$216K	0.08%	185
2022 Q3	–	Sell	-788	Closed	-$214K	–	200
2022 Q2	$214K	Hold	788	–	–	0.07%	198
2022 Q1	$266K	Hold	788	–	–	0.08%	195
2021 Q4	$308K	Buy	+788	New	+$304K	0.09%	184
2021 Q3	–	Sell	-788	Closed	-$286K	–	188
2021 Q2	$286K	Hold	788	–	–	0.09%	187
2021 Q1	$235K	Buy	+788	New	+$222K	0.08%	194

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

GSB Wealth Management's MCO Position: Q1 2026 in Review

GSB Wealth Management reduced its Moody's (MCO) stake by 0.63% in Q1 2026, selling an estimated $2.37K and leaving 794 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #168.

GSB Wealth Management first reported a position in MCO in Q1 2021 and has held it in 19 quarters since. The position peaked at $408K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

GSB Wealth Management held 794 shares of Moody's worth $346K as of Q1 2026.
GSB Wealth Management sold 5 Moody's shares in Q1 2026, an estimated $2.37K.
Moody's made up 0.08% of GSB Wealth Management's portfolio in Q1 2026, its #168 holding.
GSB Wealth Management first reported a position in Moody's in Q1 2021 and has held it in 19 quarters since.
GSB Wealth Management's Moody's position peaked at $408K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.