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

Kathmere 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	$364K	Sell	833 -262	-24%	-$124K	0.02%	421
2025 Q4	$560K	Buy	1,095 +30	+3%	+$14.6K	0.04%	291
2025 Q3	$508K	Buy	1,065 +423	+66%	+$213K	0.04%	291
2025 Q2	$322K	Sell	642 -22	-3%	-$10.2K	0.02%	353
2025 Q1	$309K	Buy	664 +83	+14%	+$40K	0.03%	318
2024 Q4	$275K	Sell	581 -8	-1%	-$3.82K	0.02%	326
2024 Q3	$280K	Buy	589 +42	+8%	+$19.5K	0.03%	300
2024 Q2	$230K	Sell	547 -6	-1%	-$2.39K	0.02%	308
2024 Q1	$217K	Buy	553 +1	+0.2%	+$386	0.02%	298
2023 Q4	$216K	Buy	+552	New	+$192K	0.03%	260
2023 Q2	–	Sell	-687	Closed	-$210K	–	249
2023 Q1	$210K	Sell	687 -88	-11%	-$26.6K	0.03%	199
2022 Q4	$216K	Buy	+775	New	+$212K	0.04%	176

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

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

Kathmere Capital Management reduced its Moody's (MCO) stake by 24% in Q1 2026, selling an estimated $124K and leaving 833 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #421.

Kathmere Capital Management first reported a position in MCO in Q4 2022 and has held it in 12 quarters since. The position peaked at $560K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Kathmere Capital Management held 833 shares of Moody's worth $364K as of Q1 2026.
Kathmere Capital Management sold 262 Moody's shares in Q1 2026, an estimated $124K.
Moody's made up 0.02% of Kathmere Capital Management's portfolio in Q1 2026, its #421 holding.
Kathmere Capital Management first reported a position in Moody's in Q4 2022 and has held it in 12 quarters since.
Kathmere Capital Management's Moody's position peaked at $560K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.