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Keel Point’s Moody's MCO Stock Holding History

Keel Point’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
-733
Closed -$375K – 526
2025
Q4 		$375K Buy
733
+37
+5% +$18.1K 0.02% 360
2025
Q3 		$332K Buy
696
+2
+0.3% +$1.01K 0.02% 385
2025
Q2 		$348K Buy
694
+9
+1% +$4.17K 0.02% 373
2025
Q1 		$319K Buy
685
+150
+28% +$72.3K 0.02% 336
2024
Q4 		$253K Sell
535
-43
-7% -$20.5K 0.02% 362
2024
Q3 		$274K Buy
578
+43
+8% +$19.9K 0.02% 343
2024
Q2 		$249K Buy
535
+24
+5% +$9.55K 0.02% 360
2024
Q1 		$201K Buy
+511
New +$197K 0.02% 369

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

Keel Point's MCO Position: Q1 2026 in Review

Keel Point sold out of Moody's (MCO) in Q1 2026, closing a stake of 733 shares — an estimated $375K sold.

Keel Point first reported a position in MCO in Q1 2024 and held it in 8 quarters. The position peaked at $375K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Keel Point reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Keel Point sold 733 Moody's shares in Q1 2026, an estimated $375K.
  • Keel Point first reported a position in Moody's in Q1 2024 and held it in 8 quarters.
  • Keel Point's Moody's position peaked at $375K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.