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Klingman & Associates’s Moody's MCO Stock Holding History

Klingman & Associates’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 		$230K Buy
527
+39
+8% +$18.4K 0.01% 307
2025
Q4 		$249K Buy
488
+17
+4% +$8.29K 0.01% 285
2025
Q3 		$224K Buy
471
+18
+4% +$9.07K 0.01% 297
2025
Q2 		$227K Buy
+453
New +$210K 0.01% 283

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

Klingman & Associates's MCO Position: Q1 2026 in Review

Klingman & Associates increased its Moody's (MCO) stake by 8% in Q1 2026, buying an estimated $18.4K and bringing the position to 527 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #307.

Klingman & Associates first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Klingman & Associates held 527 shares of Moody's worth $230K as of Q1 2026.
  • Klingman & Associates bought 39 Moody's shares in Q1 2026, an estimated $18.4K.
  • Moody's made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #307 holding.
  • Klingman & Associates first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Klingman & Associates's Moody's position peaked at $249K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.