Legacy Bridge’s Moody's MCO Stock Holding History

Legacy Bridge’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	$10.9K	Sell	25 -10	-29%	-$4.73K	﹤0.01%	278
2025 Q4	$17.9K	Buy	35 +10	+40%	+$4.88K	0.01%	256
2025 Q3	$11.9K	Hold	25	–	–	0.01%	259
2025 Q2	$12.5K	Hold	25	–	–	0.01%	247
2025 Q1	$11.6K	Hold	25	–	–	0.01%	235
2024 Q4	$11.8K	Hold	25	–	–	0.01%	250
2024 Q3	$11.9K	Hold	25	–	–	0.01%	251
2024 Q2	$10.5K	Hold	25	–	–	0.01%	249
2024 Q1	$9.83K	Hold	25	–	–	0.01%	275
2023 Q4	$9.76K	Hold	25	–	–	0.01%	256
2023 Q3	$7.91K	Hold	25	–	–	0.01%	257
2023 Q2	$8.69K	Hold	25	–	–	0.01%	259
2023 Q1	$7.65K	Hold	25	–	–	0.01%	262
2022 Q4	$6.97K	Hold	25	–	–	0.01%	271
2022 Q3	$6K	Hold	25	–	–	﹤0.01%	260
2022 Q2	$7K	Hold	25	–	–	0.01%	261
2022 Q1	$8K	Hold	25	–	–	﹤0.01%	273
2021 Q4	$10K	Hold	25	–	–	0.01%	274
2021 Q3	$9K	Hold	25	–	–	0.01%	269
2021 Q2	$9K	Hold	25	–	–	0.01%	267
2021 Q1	$7K	Hold	25	–	–	﹤0.01%	273
2020 Q4	$7K	Hold	25	–	–	0.01%	268
2020 Q3	$7K	Hold	25	–	–	0.01%	262
2020 Q2	$7K	Hold	25	–	–	0.01%	262
2020 Q1	$5K	Buy	+25	New	+$6.08K	0.01%	264

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

Legacy Bridge's MCO Position: Q1 2026 in Review

Legacy Bridge reduced its Moody's (MCO) stake by 29% in Q1 2026, selling an estimated $4.73K and leaving 25 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Legacy Bridge first reported a position in MCO in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.9K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Legacy Bridge held 25 shares of Moody's worth $10.9K as of Q1 2026.
Legacy Bridge sold 10 Moody's shares in Q1 2026, an estimated $4.73K.
Moody's made up ﹤0.01% of Legacy Bridge's portfolio in Q1 2026, its #278 holding.
Legacy Bridge first reported a position in Moody's in Q1 2020 and has held it in 25 quarters since.
Legacy Bridge's Moody's position peaked at $17.9K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.