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iSAM Funds (UK)’s Moody's MCO Stock Holding History

iSAM Funds (UK)’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
-5,655
Closed -$2.89M – 391
2025
Q4 		$2.89M Buy
5,655
+4,018
+245% +$1.96M 1.04% 18
2025
Q3 		$780K Buy
+1,637
New +$825K 0.16% 196
2025
Q2 		– Sell
-1,484
Closed -$691K – 543
2025
Q1 		$691K Buy
1,484
+524
+55% +$252K 0.34% 97
2024
Q4 		$454K Sell
960
-2,082
-68% -$994K 0.34% 116
2024
Q3 		$1.44M Buy
3,042
+1,679
+123% +$778K 0.82% 22
2024
Q2 		$574K Buy
+1,363
New +$542K 0.43% 89
2024
Q1 		– Sell
-4,408
Closed -$1.72M – 316
2023
Q4 		$1.72M Buy
+4,408
New +$1.53M 1.23% 16

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

iSAM Funds (UK)'s MCO Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Moody's (MCO) in Q1 2026, closing a stake of 5,655 shares — an estimated $2.89M sold.

iSAM Funds (UK) first reported a position in MCO in Q4 2023 and held it in 7 quarters. The position peaked at $2.89M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 5,655 Moody's shares in Q1 2026, an estimated $2.89M.
  • iSAM Funds (UK) first reported a position in Moody's in Q4 2023 and held it in 7 quarters.
  • iSAM Funds (UK)'s Moody's position peaked at $2.89M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.