Manning & Napier Advisors’s Moody's MCO Stock Holding History

Manning & Napier Advisors’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	$53.1M	Sell	121,671 -116,958	-49%	-$55.3M	0.75%	41
2025 Q4	$123M	Sell	238,629 -19,832	-8%	-$9.68M	1.6%	20
2025 Q3	$124M	Sell	258,461 -14,435	-5%	-$7.28M	1.59%	21
2025 Q2	$137M	Buy	272,896 +55,858	+26%	+$25.9M	1.63%	17
2025 Q1	$101M	Sell	217,038 -4,399	-2%	-$2.12M	1.25%	25
2024 Q4	$105M	Sell	221,437 -8,603	-4%	-$4.11M	1.2%	29
2024 Q3	$109M	Sell	230,040 -105,730	-31%	-$49M	1.2%	26
2024 Q2	$141M	Buy	+335,770	New	+$134M	1.6%	17

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

Manning & Napier Advisors's MCO Position: Q1 2026 in Review

Manning & Napier Advisors reduced its Moody's (MCO) stake by 49% in Q1 2026, selling an estimated $55.3M and leaving 121,671 shares worth $53.1M. The position accounts for 0.75% of the portfolio, ranked #41.

Manning & Napier Advisors first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $141M in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Manning & Napier Advisors held 121,671 shares of Moody's worth $53.1M as of Q1 2026.
Manning & Napier Advisors sold 116,958 Moody's shares in Q1 2026, an estimated $55.3M.
Moody's made up 0.75% of Manning & Napier Advisors's portfolio in Q1 2026, its #41 holding.
Manning & Napier Advisors first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
Manning & Napier Advisors's Moody's position peaked at $141M in Q2 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.