Holocene Advisors’s Moody's MCO Stock Holding History

Holocene Advisors’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	$26.6M	Sell	60,924 -180,633	-75%	-$85.4M	0.06%	246
2025 Q4	$123M	Sell	241,557 -42,187	-15%	-$20.6M	0.26%	107
2025 Q3	$135M	Buy	283,744 +219,251	+340%	+$111M	0.31%	84
2025 Q2	$32.3M	Buy	+64,493	New	+$29.9M	0.08%	205
2024 Q2	–	Sell	-163,569	Closed	-$64.3M	–	782
2024 Q1	$64.3M	Buy	+163,569	New	+$63.1M	0.24%	135
2020 Q2	–	Sell	-145,617	Closed	-$30.8M	–	711
2020 Q1	$30.8M	Buy	+145,617	New	+$35.4M	0.33%	94
2019 Q2	–	Sell	-97,517	Closed	-$17.7M	–	706
2019 Q1	$17.7M	Buy	+97,517	New	+$16M	0.27%	87
2018 Q3	–	Sell	-165,871	Closed	-$28.3M	–	773
2018 Q2	$28.3M	Buy	165,871 +28	+0%	+$4.74K	0.6%	60
2018 Q1	$26.8M	Buy	+165,843	New	+$26.8M	0.6%	48

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

Holocene Advisors's MCO Position: Q1 2026 in Review

Holocene Advisors reduced its Moody's (MCO) stake by 75% in Q1 2026, selling an estimated $85.4M and leaving 60,924 shares worth $26.6M. The position accounts for 0.06% of the portfolio, ranked #246.

Holocene Advisors first reported a position in MCO in Q1 2018 and has held it in 9 quarters since. The position peaked at $135M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Holocene Advisors held 60,924 shares of Moody's worth $26.6M as of Q1 2026.
Holocene Advisors sold 180,633 Moody's shares in Q1 2026, an estimated $85.4M.
Moody's made up 0.06% of Holocene Advisors's portfolio in Q1 2026, its #246 holding.
Holocene Advisors first reported a position in Moody's in Q1 2018 and has held it in 9 quarters since.
Holocene Advisors's Moody's position peaked at $135M in Q3 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.