Marshfield Associates’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235M | Sell |
538,993
-24,564
| -4% | -$11.6M | 4.71% | 12 |
|
|
2025
Q4 | $288M | Buy |
563,557
+26,429
| +5% | +$12.9M | 5.05% | 11 |
|
|
2025
Q3 | $256M | Buy |
537,128
+21,114
| +4% | +$10.6M | 4.43% | 10 |
|
|
2025
Q2 | $259M | Buy |
516,014
+2,115
| +0.4% | +$980K | 5.29% | 9 |
|
|
2025
Q1 | $239M | Buy |
513,899
+2,779
| +0.5% | +$1.34M | 5.18% | 10 |
|
|
2024
Q4 | $242M | Sell |
511,120
-180
| -0% | -$85.9K | 5.24% | 9 |
|
|
2024
Q3 | $243M | Sell |
511,300
-6,134
| -1% | -$2.84M | 5.15% | 10 |
|
|
2024
Q2 | $218M | Buy |
517,434
+2,512
| +0.5% | +$999K | 4.82% | 12 |
|
|
2024
Q1 | $202M | Buy |
514,922
+76
| +0% | +$29.3K | 4.15% | 13 |
|
|
2023
Q4 | $201M | Buy |
514,846
+56,456
| +12% | +$19.6M | 4.08% | 15 |
|
|
2023
Q3 | $145M | Buy |
458,390
+11,297
| +3% | +$3.84M | 3.58% | 15 |
|
|
2023
Q2 | $155M | Buy |
447,093
+20,489
| +5% | +$6.5M | 4.04% | 13 |
|
|
2023
Q1 | $131M | Buy |
426,604
+6,922
| +2% | +$2.09M | 3.84% | 15 |
|
|
2022
Q4 | $117M | Buy |
419,682
+105,576
| +34% | +$28.9M | 3.6% | 15 |
|
|
2022
Q3 | $76.4M | Sell |
314,106
-2,186
| -0.7% | -$635K | 2.88% | 15 |
|
|
2022
Q2 | $86M | Sell |
316,292
-1,274
| -0.4% | -$381K | 3.25% | 15 |
|
|
2022
Q1 | $107M | Buy |
317,566
+3,359
| +1% | +$1.13M | 4.2% | 12 |
|
|
2021
Q4 | $123M | Buy |
314,207
+975
| +0.3% | +$376K | 4.86% | 10 |
|
|
2021
Q3 | $111M | Sell |
313,232
-319,364
| -50% | -$120M | 4.85% | 10 |
|
|
2021
Q2 | $229M | Buy |
632,596
+14,017
| +2% | +$4.67M | 9.41% | 2 |
|
|
2021
Q1 | $185M | Sell |
618,579
-6,914
| -1% | -$1.95M | 8.65% | 5 |
|
|
2020
Q4 | $182M | Sell |
625,493
-27,427
| -4% | -$7.67M | 8.46% | 4 |
|
|
2020
Q3 | $189M | Sell |
652,920
-4,944
| -0.8% | -$1.41M | 9.09% | 1 |
|
|
2020
Q2 | $181M | Sell |
657,864
-82,948
| -11% | -$21.1M | 9.38% | 1 |
|
|
2020
Q1 | $157M | Sell |
740,812
-377,720
| -34% | -$91.8M | 9.65% | 1 |
|
|
2019
Q4 | $266M | Buy |
1,118,532
+85,443
| +8% | +$19M | 13.85% | 1 |
|
|
2019
Q3 | $212M | Sell |
1,033,089
-5,490
| -0.5% | -$1.15M | 13.3% | 1 |
|
|
2019
Q2 | $203M | Sell |
1,038,579
-19,295
| -2% | -$3.66M | 12.96% | 1 |
|
|
2019
Q1 | $192M | Sell |
1,057,874
-3,217
| -0.3% | -$529K | 11.72% | 1 |
|
|
2018
Q4 | $149M | Sell |
1,061,091
-24,517
| -2% | -$3.7M | 10.73% | 1 |
|
|
2018
Q3 | $182M | Sell |
1,085,608
-29,989
| -3% | -$5.27M | 11.64% | 1 |
|
|
2018
Q2 | $190M | Sell |
1,115,597
-22,682
| -2% | -$3.84M | 12.63% | 1 |
|
|
2018
Q1 | $184M | Sell |
1,138,279
-22,327
| -2% | -$3.61M | 12.31% | 1 |
|
|
2017
Q4 | $171M | Sell |
1,160,606
-19,011
| -2% | -$2.79M | 11.2% | 1 |
|
|
2017
Q3 | $164M | Sell |
1,179,617
-18,419
| -2% | -$2.42M | 10.89% | 1 |
|
|
2017
Q2 | $146M | Sell |
1,198,036
-25,003
| -2% | -$2.93M | 10.89% | 1 |
|
|
2017
Q1 | $137M | Sell |
1,223,039
-41,679
| -3% | -$4.47M | 10.69% | 1 |
|
|
2016
Q4 | $119M | Sell |
1,264,718
-5,729
| -0.5% | -$578K | 9.1% | 3 |
|
|
2016
Q3 | $138M | Sell |
1,270,447
-136,539
| -10% | -$14.4M | 10.97% | 1 |
|
|
2016
Q2 | $132M | Buy |
1,406,986
+8,349
| +0.6% | +$807K | 9.43% | 1 |
|
|
2016
Q1 | $135M | Buy |
1,398,637
+170,736
| +14% | +$15.3M | 9.57% | 1 |
|
|
2015
Q4 | $123M | Buy |
1,227,901
+44,963
| +4% | +$4.51M | 9.06% | 1 |
|
|
2015
Q3 | $116M | Sell |
1,182,938
-27,333
| -2% | -$2.91M | 8.96% | 2 |
|
|
2015
Q2 | $131M | Sell |
1,210,271
-23,247
| -2% | -$2.5M | 10.22% | 1 |
|
|
2015
Q1 | $128M | Sell |
1,233,518
-12,737
| -1% | -$1.23M | 9.64% | 2 |
|
|
2014
Q4 | $119M | Sell |
1,246,255
-10,798
| -0.9% | -$1.05M | 8.75% | 2 |
|
|
2014
Q3 | $119M | Buy |
+1,257,053
| New | +$115M | 9.18% | 2 |
|
|
2014
Q2 | – | Sell |
-1,301,995
| Closed | -$103M | – | 31 |
|
|
2014
Q1 | $103M | Sell |
1,301,995
-19,966
| -2% | -$1.56M | 7.59% | 3 |
|
|
2013
Q4 | $104M | Sell |
1,321,961
-32,289
| -2% | -$2.36M | 7.73% | 3 |
|
|
2013
Q3 | $95.2M | Buy |
1,354,250
+11,879
| +0.9% | +$780K | 7.23% | 4 |
|
|
2013
Q2 | $81.8M | Buy |
+1,342,371
| New | +$81.5M | 6.39% | 5 |
|
Other funds holding MCO
VCM
VPM
PAM
Marshfield Associates's MCO Position: Q1 2026 in Review
Marshfield Associates reduced its Moody's (MCO) stake by 4.4% in Q1 2026, selling an estimated $11.6M and leaving 538,993 shares worth $235M. The position accounts for 4.71% of the portfolio, ranked #12.
Marshfield Associates first reported a position in MCO in Q2 2013 and has held it in 51 quarters since. The position peaked at $288M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Marshfield Associates held 538,993 shares of Moody's worth $235M as of Q1 2026.
- Marshfield Associates sold 24,564 Moody's shares in Q1 2026, an estimated $11.6M.
- Moody's made up 4.71% of Marshfield Associates's portfolio in Q1 2026, its #12 holding.
- Marshfield Associates first reported a position in Moody's in Q2 2013 and has held it in 51 quarters since.
- Marshfield Associates's Moody's position peaked at $288M in Q4 2025.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Marshfield Associates's 13F filing for Q1 2026, filed 15 May 2026.