Koshinski Asset Management’s Moody's MCO Stock Holding History

Koshinski Asset 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	$508K	Buy	1,163 +661	+132%	+$313K	0.03%	432
2025 Q4	$256K	Buy	502 +55	+12%	+$26.8K	0.02%	606
2025 Q3	$213K	Buy	+447	New	+$225K	0.01%	669
2022 Q2	–	Sell	-489	Closed	-$165K	–	1424
2022 Q1	$165K	Sell	489 -67	-12%	-$22.5K	0.01%	656
2021 Q4	$217K	Hold	556	–	–	0.02%	600
2021 Q3	$197K	Buy	+556	New	+$210K	0.02%	616
2016 Q2	–	Sell	-2,205	Closed	-$213K	–	260
2016 Q1	$213K	Sell	2,205 -210	-9%	-$18.9K	0.14%	202
2015 Q4	$242K	Sell	2,415 -104,914	-98%	-$10.5M	0.17%	170
2015 Q3	$366K	Buy	107,329 +104,916	+4,348%	+$11.2M	0.23%	136
2015 Q2	$260K	Sell	2,413 -138	-5%	-$14.9K	0.16%	182
2015 Q1	$265K	Buy	2,551 +2	+0.1%	+$193	0.17%	173
2014 Q4	$244K	Buy	+2,549	New	+$247K	0.14%	193

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

Koshinski Asset Management's MCO Position: Q1 2026 in Review

Koshinski Asset Management increased its Moody's (MCO) stake by 132% in Q1 2026, buying an estimated $313K and bringing the position to 1,163 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #432.

Koshinski Asset Management first reported a position in MCO in Q4 2014 and has held it in 12 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Koshinski Asset Management held 1,163 shares of Moody's worth $508K as of Q1 2026.
Koshinski Asset Management bought 661 Moody's shares in Q1 2026, an estimated $313K.
Moody's made up 0.03% of Koshinski Asset Management's portfolio in Q1 2026, its #432 holding.
Koshinski Asset Management first reported a position in Moody's in Q4 2014 and has held it in 12 quarters since.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.