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Keebeck Wealth Management’s Moody's MCO Stock Holding History

Keebeck Wealth 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 		$2.13M Sell
4,883
-844
-15% -$399K 0.24% 105
2025
Q4 		$2.93M Sell
5,727
-136
-2% -$66.4K 0.34% 83
2025
Q3 		$2.79M Sell
5,863
-41
-0.7% -$20.7K 0.33% 77
2025
Q2 		$2.96M Sell
5,904
-22
-0.4% -$10.2K 0.39% 67
2025
Q1 		$2.76M Sell
5,926
-104
-2% -$50.1K 0.41% 68
2024
Q4 		$2.85M Sell
6,030
-33
-0.5% -$15.8K 0.41% 67
2024
Q3 		$2.88M Sell
6,063
-111
-2% -$51.4K 0.42% 69
2024
Q2 		$2.6M Sell
6,174
-321
-5% -$128K 0.38% 79
2024
Q1 		$2.55M Sell
6,495
-122
-2% -$47K 0.38% 74
2023
Q4 		$2.58M Sell
6,617
-130
-2% -$45.2K 0.43% 66
2023
Q3 		$2.13M Buy
6,747
+183
+3% +$62.2K 0.37% 76
2023
Q2 		$2.28M Buy
6,564
+944
+17% +$299K 0.31% 79
2023
Q1 		$1.72M Buy
5,620
+872
+18% +$263K 0.28% 86
2022
Q4 		$1.32M Buy
4,748
+61
+1% +$16.7K 0.23% 95
2022
Q3 		$1.14M Buy
4,687
+529
+13% +$154K 0.22% 101
2022
Q2 		$1.13M Buy
4,158
+708
+21% +$212K 0.22% 103
2022
Q1 		$1.16M Buy
3,450
+482
+16% +$162K 0.19% 107
2021
Q4 		$1.16M Buy
2,968
+190
+7% +$73.3K 0.21% 99
2021
Q3 		$986K Sell
2,778
-346
-11% -$130K 0.19% 105
2021
Q2 		$1.13M Buy
3,124
+403
+15% +$134K 0.16% 113
2021
Q1 		$812K Buy
2,721
+60
+2% +$16.9K 0.13% 129
2020
Q4 		$772K Buy
2,661
+919
+53% +$257K 0.13% 121
2020
Q3 		$504K Buy
1,742
+127
+8% +$36.3K 0.1% 134
2020
Q2 		$443K Buy
+1,615
New +$410K 0.14% 120

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

Keebeck Wealth Management's MCO Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Moody's (MCO) stake by 15% in Q1 2026, selling an estimated $399K and leaving 4,883 shares worth $2.13M. The position accounts for 0.24% of the portfolio, ranked #105.

Keebeck Wealth Management first reported a position in MCO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.96M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Keebeck Wealth Management held 4,883 shares of Moody's worth $2.13M as of Q1 2026.
  • Keebeck Wealth Management sold 844 Moody's shares in Q1 2026, an estimated $399K.
  • Moody's made up 0.24% of Keebeck Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Keebeck Wealth Management first reported a position in Moody's in Q2 2020 and has held it in 24 quarters since.
  • Keebeck Wealth Management's Moody's position peaked at $2.96M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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