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Key Financial Inc’s Moody's MCO Stock Holding History

Key Financial Inc’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 		$1.12M Sell
2,564
-2
-0.1% -$946 0.2% 95
2025
Q4 		$1.31M Sell
2,566
-4
-0.2% -$1.95K 0.24% 82
2025
Q3 		$1.23M Hold
2,570
– – 0.23% 83
2025
Q2 		$1.29M Hold
2,570
– – 0.26% 71
2025
Q1 		$1.2M Hold
2,570
– – 0.26% 67
2024
Q4 		$1.22M Buy
2,570
+4
+0.2% +$1.91K 0.28% 67
2024
Q3 		$1.22M Sell
2,566
-166
-6% -$76.9K 0.27% 66
2024
Q2 		$1.15M Sell
2,732
-80
-3% -$31.8K 0.28% 65
2024
Q1 		$1.11M Sell
2,812
-172
-6% -$66.3K 0.28% 67
2023
Q4 		$1.17M Hold
2,984
– – 0.32% 62
2023
Q3 		$943K Hold
2,984
– – 0.32% 64
2023
Q2 		$1.04M Buy
2,984
+14
+0.5% +$4.44K 0.34% 59
2023
Q1 		$909K Buy
2,970
+1,000
+51% +$302K 0.33% 60
2022
Q4 		$479K Hold
1,970
– – 0.23% 85
2022
Q3 		$479K Hold
1,970
– – 0.23% 85
2022
Q2 		$542K Hold
1,970
– – 0.29% 65
2022
Q1 		$665K Hold
1,970
– – 0.33% 54
2021
Q4 		$769K Hold
1,970
– – 0.39% 50
2021
Q3 		$700K Hold
1,970
– – 0.4% 49
2021
Q2 		$741K Buy
1,970
+40
+2% +$13.3K 0.41% 47
2021
Q1 		$576K Hold
1,930
– – 0.38% 54
2020
Q4 		$560K Hold
1,930
– – 0.42% 51
2020
Q3 		$559K Hold
1,930
– – 0.57% 43
2020
Q2 		$519K Hold
1,930
– – 0.6% 44
2020
Q1 		$429K Buy
+1,930
New +$469K 0.44% 46

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

Key Financial Inc's MCO Position: Q1 2026 in Review

Key Financial Inc reduced its Moody's (MCO) stake by 0.08% in Q1 2026, selling an estimated $946 and leaving 2,564 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #95.

Key Financial Inc first reported a position in MCO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.31M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Key Financial Inc held 2,564 shares of Moody's worth $1.12M as of Q1 2026.
  • Key Financial Inc sold 2 Moody's shares in Q1 2026, an estimated $946.
  • Moody's made up 0.2% of Key Financial Inc's portfolio in Q1 2026, its #95 holding.
  • Key Financial Inc first reported a position in Moody's in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Moody's position peaked at $1.31M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.