Machina Capital’s Moody's MCO Stock Holding History

Machina Capital’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	$1.03M	Sell	2,368 -4,449	-65%	-$2.1M	0.2%	160
2025 Q4	$3.48M	Buy	6,817 +5,547	+437%	+$2.71M	0.66%	39
2025 Q3	$605K	Sell	1,270 -227	-15%	-$114K	0.11%	220
2025 Q2	$751K	Sell	1,497 -3,507	-70%	-$1.62M	0.16%	185
2025 Q1	$2.33M	Buy	5,004 +3,416	+215%	+$1.65M	0.69%	42
2024 Q4	$752K	Sell	1,588 -3,327	-68%	-$1.59M	0.32%	123
2024 Q3	$2.33M	Buy	+4,915	New	+$2.28M	0.93%	13
2024 Q1	–	Sell	-713	Closed	-$278K	–	314
2023 Q4	$278K	Sell	713 -5,152	-88%	-$1.79M	0.18%	199
2023 Q3	$1.85M	Buy	+5,865	New	+$2M	1.04%	11
2022 Q1	–	Sell	-1,586	Closed	-$619K	–	165
2021 Q4	$619K	Buy	+1,586	New	+$612K	1.49%	6
2019 Q4	–	Sell	-5,147	Closed	-$1.05M	–	402
2019 Q3	$1.05M	Buy	5,147 +4,069	+377%	+$853K	0.48%	65
2019 Q2	$211K	Buy	+1,078	New	+$205K	0.08%	264
2019 Q1	–	Sell	-1,208	Closed	-$169K	–	526
2018 Q4	$169K	Buy	+1,208	New	+$182K	0.11%	215

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

Machina Capital's MCO Position: Q1 2026 in Review

Machina Capital reduced its Moody's (MCO) stake by 65% in Q1 2026, selling an estimated $2.1M and leaving 2,368 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #160.

Machina Capital first reported a position in MCO in Q4 2018 and has held it in 13 quarters since. The position peaked at $3.48M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Machina Capital held 2,368 shares of Moody's worth $1.03M as of Q1 2026.
Machina Capital sold 4,449 Moody's shares in Q1 2026, an estimated $2.1M.
Moody's made up 0.2% of Machina Capital's portfolio in Q1 2026, its #160 holding.
Machina Capital first reported a position in Moody's in Q4 2018 and has held it in 13 quarters since.
Machina Capital's Moody's position peaked at $3.48M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.