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Krilogy Financial’s Moody's MCO Stock Holding History

Krilogy Financial’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 		$988K Buy
2,202
+1,002
+84% +$474K 0.03% 373
2025
Q4 		$631K Buy
1,200
+114
+10% +$55.6K 0.02% 476
2025
Q3 		$528K Buy
+1,086
New +$547K 0.02% 513
2020
Q2 		– Sell
-2,826
Closed -$598K – 230
2020
Q1 		$598K Buy
+2,826
New +$687K 0.11% 105

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

Krilogy Financial's MCO Position: Q1 2026 in Review

Krilogy Financial increased its Moody's (MCO) stake by 84% in Q1 2026, buying an estimated $474K and bringing the position to 2,202 shares worth $988K. The position accounts for 0.03% of the portfolio, ranked #373.

Krilogy Financial first reported a position in MCO in Q1 2020 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Krilogy Financial held 2,202 shares of Moody's worth $988K as of Q1 2026.
  • Krilogy Financial bought 1,002 Moody's shares in Q1 2026, an estimated $474K.
  • Moody's made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #373 holding.
  • Krilogy Financial first reported a position in Moody's in Q1 2020 and has held it in 4 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.