Ken Fisher
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Ken Fisher’s Moody's MCO Stock Holding History

Ken Fisher’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 		$806K Sell
1,847
-195
-10% -$92.2K ﹤0.01% 714
2025
Q4 		$1.04M Sell
2,042
-742
-27% -$362K ﹤0.01% 668
2025
Q3 		$1.33M Buy
2,784
+612
+28% +$309K ﹤0.01% 645
2025
Q2 		$1.09M Buy
2,172
+1,008
+87% +$467K ﹤0.01% 685
2025
Q1 		$542K Buy
1,164
+693
+147% +$334K ﹤0.01% 771
2024
Q4 		$223K Buy
+471
New +$225K ﹤0.01% 926
2017
Q4 		– Sell
-1,511
Closed -$210K – 879
2017
Q3 		$210K Sell
1,511
-649
-30% -$85.3K ﹤0.01% 754
2017
Q2 		$263K Hold
2,160
– – ﹤0.01% 665
2017
Q1 		$242K Sell
2,160
-100
-4% -$10.7K ﹤0.01% 650
2016
Q4 		$213K Sell
2,260
-75
-3% -$7.57K ﹤0.01% 680
2016
Q3 		$253K Buy
2,335
+75
+3% +$7.89K ﹤0.01% 645
2016
Q2 		$221K Buy
2,260
+100
+5% +$9.66K ﹤0.01% 649
2016
Q1 		$211K Buy
+2,160
New +$194K ﹤0.01% 652
2014
Q4 		– Sell
-6,580
Closed -$622K – 591
2014
Q3 		$622K Buy
+6,580
New +$603K ﹤0.01% 421

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

Ken Fisher's MCO Position: Q1 2026 in Review

Ken Fisher reduced its Moody's (MCO) stake by 9.5% in Q1 2026, selling an estimated $92.2K and leaving 1,847 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Ken Fisher first reported a position in MCO in Q3 2014 and has held it in 14 quarters since. The position peaked at $1.33M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Ken Fisher held 1,847 shares of Moody's worth $806K as of Q1 2026.
  • Ken Fisher sold 195 Moody's shares in Q1 2026, an estimated $92.2K.
  • Moody's made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #714 holding.
  • Ken Fisher first reported a position in Moody's in Q3 2014 and has held it in 14 quarters since.
  • Ken Fisher's Moody's position peaked at $1.33M in Q3 2025.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.