Ironvine Capital Partners’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$35.7M Sell
81,847
-150
-0.2% -$71K 3.92% 10
2025
Q4
$41.9M Sell
81,997
-337
-0.4% -$164K 4.19% 10
2025
Q3
$39.2M Sell
82,334
-182
-0.2% -$91.7K 3.91% 9
2025
Q2
$41.4M Buy
82,516
+166
+0.2% +$76.9K 4.29% 9
2025
Q1
$38.3M Sell
82,350
-2,635
-3% -$1.27M 4.16% 10
2024
Q4
$40.2M Sell
84,985
-277
-0.3% -$132K 4.31% 9
2024
Q3
$40.5M Sell
85,262
-2,410
-3% -$1.12M 4.34% 10
2024
Q2
$36.9M Sell
87,672
-2,430
-3% -$967K 4.04% 10
2024
Q1
$35.4M Buy
90,102
+139
+0.2% +$53.6K 3.88% 13
2023
Q4
$35.1M Sell
89,963
-8,057
-8% -$2.8M 4.21% 10
2023
Q3
$31M Buy
98,020
+328
+0.3% +$112K 3.98% 11
2023
Q2
$34M Sell
97,692
-1,019
-1% -$323K 4.12% 10
2023
Q1
$30.2M Sell
98,711
-7,915
-7% -$2.39M 3.81% 12
2022
Q4
$29.7M Sell
106,626
-117
-0.1% -$32K 3.85% 12
2022
Q3
$25.9M Buy
106,743
+1,703
+2% +$495K 3.48% 12
2022
Q2
$28.6M Buy
105,040
+1,076
+1% +$322K 3.51% 11
2022
Q1
$35.1M Buy
103,964
+2,422
+2% +$814K 3.78% 9
2021
Q4
$39.7M Sell
101,542
-4,070
-4% -$1.57M 4.07% 8
2021
Q3
$37.5M Buy
105,612
+151
+0.1% +$56.9K 3.98% 8
2021
Q2
$38.2M Sell
105,461
-1,419
-1% -$472K 4.19% 8
2021
Q1
$31.9M Buy
106,880
+752
+0.7% +$212K 3.71% 10
2020
Q4
$30.8M Sell
106,128
-10,024
-9% -$2.8M 3.85% 10
2020
Q3
$33.7M Buy
116,152
+577
+0.5% +$165K 4.22% 8
2020
Q2
$31.8M Sell
115,575
-15,872
-12% -$4.03M 4.2% 8
2020
Q1
$27.8M Buy
131,447
+9,207
+8% +$2.24M 4.35% 6
2019
Q4
$29M Buy
122,240
+1,154
+1% +$256K 4.05% 8
2019
Q3
$26.6M Buy
121,086
+11,527
+11% +$2.42M 3.9% 8
2019
Q2
$22.2M Buy
109,559
+6,725
+7% +$1.28M 3.63% 8
2019
Q1
$18.6M Sell
102,834
-5,229
-5% -$859K 3.52% 9
2018
Q4
$16.8M Buy
108,063
+21,370
+25% +$3.22M 3.43% 9
2018
Q3
$14.5M Buy
86,693
+4,636
+6% +$815K 2.96% 15
2018
Q2
$14M Buy
82,057
+14,806
+22% +$2.51M 3.13% 11
2018
Q1
$10.8M Buy
67,251
+23,216
+53% +$3.76M 2.61% 15
2017
Q4
$6.5M Buy
+44,035
New +$6.45M 2.03% 23

Other funds holding MCO

Ironvine Capital Partners's MCO Position: Q1 2026 in Review

Ironvine Capital Partners reduced its Moody's (MCO) stake by 0.18% in Q1 2026, selling an estimated $71K and leaving 81,847 shares worth $35.7M. The position accounts for 3.92% of the portfolio, ranked #10.

Ironvine Capital Partners first reported a position in MCO in Q4 2017 and has held it in 34 quarters since. The position peaked at $41.9M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ironvine Capital Partners held 81,847 shares of Moody's worth $35.7M as of Q1 2026.
  • Ironvine Capital Partners sold 150 Moody's shares in Q1 2026, an estimated $71K.
  • Moody's made up 3.92% of Ironvine Capital Partners's portfolio in Q1 2026, its #10 holding.
  • Ironvine Capital Partners first reported a position in Moody's in Q4 2017 and has held it in 34 quarters since.
  • Ironvine Capital Partners's Moody's position peaked at $41.9M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ironvine Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.