Mayfair Advisory Group’s Moody's MCO Stock Holding History

Mayfair Advisory 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	$511K	Buy	1,172 +1	+0.1%	+$473	0.18%	91
2025 Q4	$584K	Sell	1,171 -57	-5%	-$27.8K	0.23%	81
2025 Q3	$585K	Buy	1,228 +1	+0.1%	+$504	0.25%	79
2025 Q2	$632K	Buy	1,227 +3	+0.2%	+$1.39K	0.3%	67
2025 Q1	$570K	Buy	1,224 +173	+16%	+$83.4K	0.33%	64
2024 Q4	$497K	Buy	1,051 +1	+0.1%	+$477	0.29%	69
2024 Q3	$484K	Sell	1,050 -5	-0.5%	-$2.32K	0.31%	64
2024 Q2	$471K	Hold	1,055	–	–	0.32%	63
2024 Q1	$415K	Buy	1,055 +5	+0.5%	+$1.93K	0.3%	70
2023 Q4	$401K	Hold	1,050	–	–	0.34%	62
2023 Q3	$338K	Hold	1,050	–	–	0.33%	67
2023 Q2	$357K	Buy	1,050 +350	+50%	+$111K	0.36%	68
2023 Q1	$212K	Hold	700	–	–	0.23%	108
2022 Q4	$204K	Buy	+700	New	+$191K	0.26%	109
2022 Q3	–	Sell	-700	Closed	-$217K	–	119
2022 Q2	$217K	Hold	700	–	–	0.29%	107
2022 Q1	$238K	Hold	700	–	–	0.31%	90
2021 Q4	$264K	Hold	700	–	–	0.35%	70
2021 Q3	$245K	Hold	700	–	–	0.38%	77
2021 Q2	$254K	Hold	700	–	–	0.4%	73
2021 Q1	$214K	Hold	700	–	–	0.38%	79
2020 Q4	$203K	Buy	+700	New	+$196K	0.4%	81

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

Mayfair Advisory Group's MCO Position: Q1 2026 in Review

Mayfair Advisory Group increased its Moody's (MCO) stake by 0.09% in Q1 2026, buying an estimated $473 and bringing the position to 1,172 shares worth $511K. The position accounts for 0.18% of the portfolio, ranked #91.

Mayfair Advisory Group first reported a position in MCO in Q4 2020 and has held it in 21 quarters since. The position peaked at $632K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Mayfair Advisory Group held 1,172 shares of Moody's worth $511K as of Q1 2026.
Mayfair Advisory Group bought 1 Moody's share in Q1 2026, an estimated $473.
Moody's made up 0.18% of Mayfair Advisory Group's portfolio in Q1 2026, its #91 holding.
Mayfair Advisory Group first reported a position in Moody's in Q4 2020 and has held it in 21 quarters since.
Mayfair Advisory Group's Moody's position peaked at $632K in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.