Islay Capital Management’s Moody's MCO Stock Holding History

Islay Capital 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	$79.8K	Hold	183	–	–	0.04%	110
2025 Q4	$93.5K	Hold	183	–	–	0.06%	103
2025 Q3	$87.2K	Hold	183	–	–	0.05%	114
2025 Q2	$91.8K	Hold	183	–	–	0.06%	108
2025 Q1	$85.2K	Sell	183 -141	-44%	-$67.9K	0.06%	102
2024 Q4	$153K	Sell	324 -69	-18%	-$32.9K	0.11%	99
2024 Q3	$187K	Hold	393	–	–	0.13%	87
2024 Q2	$165K	Sell	393 -28	-7%	-$11.1K	0.12%	93
2024 Q1	$165K	Sell	421 -22	-5%	-$8.48K	0.12%	91
2023 Q4	$173K	Sell	443 -6	-1%	-$2.08K	0.13%	95
2023 Q3	$142K	Sell	449 -92	-17%	-$31.3K	0.12%	100
2023 Q2	$188K	Hold	541	–	–	0.17%	91
2023 Q1	$166K	Sell	541 -1,329	-71%	-$402K	0.16%	95
2022 Q4	$521K	Sell	1,870 -179	-9%	-$49K	0.6%	43
2022 Q3	$498K	Buy	+2,049	New	+$595K	0.59%	42

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

Islay Capital Management's MCO Position: Q1 2026 in Review

Islay Capital Management held its Moody's (MCO) position steady in Q1 2026 at 183 shares worth $79.8K. The position accounts for 0.04% of the portfolio, ranked #110.

Islay Capital Management first reported a position in MCO in Q3 2022 and has held it in 15 quarters since. The position peaked at $521K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Islay Capital Management held 183 shares of Moody's worth $79.8K as of Q1 2026.
Islay Capital Management left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.04% of Islay Capital Management's portfolio in Q1 2026, its #110 holding.
Islay Capital Management first reported a position in Moody's in Q3 2022 and has held it in 15 quarters since.
Islay Capital Management's Moody's position peaked at $521K in Q4 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.