Havemeyer Place’s Moody's MCO Stock Holding History

Havemeyer Place’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	$4.7M	Buy	10,781 +9,191	+578%	+$4.35M	0.54%	28
2025 Q4	$812K	Buy	+1,590	New	+$776K	0.16%	235

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

Havemeyer Place's MCO Position: Q1 2026 in Review

Havemeyer Place increased its Moody's (MCO) stake by 578% in Q1 2026, buying an estimated $4.35M and bringing the position to 10,781 shares worth $4.7M. The position accounts for 0.54% of the portfolio, ranked #28.

Havemeyer Place first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Havemeyer Place held 10,781 shares of Moody's worth $4.7M as of Q1 2026.
Havemeyer Place bought 9,191 Moody's shares in Q1 2026, an estimated $4.35M.
Moody's made up 0.54% of Havemeyer Place's portfolio in Q1 2026, its #28 holding.
Havemeyer Place first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.