KP Management’s Moody's MCO Stock Holding History

KP 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	$3.49M	Sell	8,000 -1,000	-11%	-$473K	0.85%	52
2025 Q4	$4.6M	Hold	9,000	–	–	1.27%	38
2025 Q3	$4.29M	Sell	9,000 -1,000	-10%	-$504K	1.36%	33
2025 Q2	$5.02M	Hold	10,000	–	–	1.85%	22
2025 Q1	$4.66M	Hold	10,000	–	–	1.61%	24
2024 Q4	$4.73M	Hold	10,000	–	–	1.48%	25
2024 Q3	$4.75M	Hold	10,000	–	–	1.53%	28
2024 Q2	$4.21M	Hold	10,000	–	–	1.46%	28
2024 Q1	$3.93M	Hold	10,000	–	–	1.52%	26
2023 Q4	$3.91M	Buy	+10,000	New	+$3.48M	1.67%	22

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

KP Management's MCO Position: Q1 2026 in Review

KP Management reduced its Moody's (MCO) stake by 11% in Q1 2026, selling an estimated $473K and leaving 8,000 shares worth $3.49M. The position accounts for 0.85% of the portfolio, ranked #52.

KP Management first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.02M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

KP Management held 8,000 shares of Moody's worth $3.49M as of Q1 2026.
KP Management sold 1,000 Moody's shares in Q1 2026, an estimated $473K.
Moody's made up 0.85% of KP Management's portfolio in Q1 2026, its #52 holding.
KP Management first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
KP Management's Moody's position peaked at $5.02M in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.