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Mather Group’s Moody's MCO Stock Holding History

Mather Group’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 		$486K Sell
1,113
-14
-1% -$6.62K ﹤0.01% 494
2025
Q4 		$576K Buy
1,127
+34
+3% +$16.6K 0.01% 378
2025
Q3 		$521K Sell
1,093
-14
-1% -$7.06K 0.01% 397
2025
Q2 		$555K Buy
1,107
+13
+1% +$6.02K 0.01% 375
2025
Q1 		$510K Sell
1,094
-269
-20% -$130K 0.01% 373
2024
Q4 		$645K Sell
1,363
-267
-16% -$127K 0.01% 302
2024
Q3 		$774K Sell
1,630
-177
-10% -$82K 0.01% 276
2024
Q2 		$710K Buy
1,807
+67
+4% +$26.7K 0.01% 336
2024
Q1 		$680K Buy
1,740
+3
+0.2% +$1.16K 0.01% 277
2023
Q4 		$678K Buy
1,737
+330
+23% +$115K 0.01% 286
2023
Q3 		$445K Buy
1,407
+170
+14% +$57.8K 0.01% 349
2023
Q2 		$430K Buy
+1,237
New +$392K 0.01% 375

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

Mather Group's MCO Position: Q1 2026 in Review

Mather Group reduced its Moody's (MCO) stake by 1.2% in Q1 2026, selling an estimated $6.62K and leaving 1,113 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Mather Group first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $774K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Mather Group held 1,113 shares of Moody's worth $486K as of Q1 2026.
  • Mather Group sold 14 Moody's shares in Q1 2026, an estimated $6.62K.
  • Moody's made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #494 holding.
  • Mather Group first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
  • Mather Group's Moody's position peaked at $774K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.