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Ipswich Investment Management’s Moody's MCO Stock Holding History

Ipswich Investment 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 		– Sell
-435
Closed -$222K – 194
2025
Q4 		$222K Hold
435
– – 0.05% 175
2025
Q3 		$207K Hold
435
– – 0.05% 179
2025
Q2 		$218K Hold
435
– – 0.05% 173
2025
Q1 		$203K Buy
+435
New +$210K 0.05% 184
2019
Q1 		– Sell
-150
Closed -$21K – 302
2018
Q4 		$21K Buy
+150
New +$22.6K 0.01% 327

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

Ipswich Investment Management's MCO Position: Q1 2026 in Review

Ipswich Investment Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 435 shares — an estimated $222K sold.

Ipswich Investment Management first reported a position in MCO in Q4 2018 and held it in 5 quarters. The position peaked at $222K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ipswich Investment Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Ipswich Investment Management sold 435 Moody's shares in Q1 2026, an estimated $222K.
  • Ipswich Investment Management first reported a position in Moody's in Q4 2018 and held it in 5 quarters.
  • Ipswich Investment Management's Moody's position peaked at $222K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ipswich Investment Management's 13F filing for Q1 2026, filed 10 Apr 2026.