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

Kerusso 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	$2.53M	Sell	5,796 -411	-7%	-$194K	1.27%	48
2025 Q4	$3.17M	Buy	6,207 +1,510	+32%	+$737K	1.47%	44
2025 Q3	$2.24M	Sell	4,697 -270	-5%	-$136K	1.38%	42
2025 Q2	$2.49M	Buy	4,967 +3	+0.1%	+$1.39K	1.54%	32
2025 Q1	$2.31M	Buy	4,964 +128	+3%	+$61.7K	1.47%	38
2024 Q4	$2.29M	Sell	4,836 -3,531	-42%	-$1.69M	1.46%	34
2024 Q3	$3.97M	Buy	8,367 +508	+6%	+$235K	2.52%	8
2024 Q2	$3.31M	Buy	+7,859	New	+$3.13M	2.4%	12

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

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

Kerusso Capital Management reduced its Moody's (MCO) stake by 6.6% in Q1 2026, selling an estimated $194K and leaving 5,796 shares worth $2.53M. The position accounts for 1.27% of the portfolio, ranked #48.

Kerusso Capital Management first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Kerusso Capital Management held 5,796 shares of Moody's worth $2.53M as of Q1 2026.
Kerusso Capital Management sold 411 Moody's shares in Q1 2026, an estimated $194K.
Moody's made up 1.27% of Kerusso Capital Management's portfolio in Q1 2026, its #48 holding.
Kerusso Capital Management first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
Kerusso Capital Management's Moody's position peaked at $3.97M in Q3 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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