McAdam LLC’s Moody's MCO Stock Holding History

McAdam LLC’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	–	Sell	-395	Closed	-$202K	–	458
2025 Q4	$202K	Buy	+395	New	+$193K	0.01%	405
2018 Q4	–	Sell	-21	Closed	-$3K	–	393
2018 Q3	$3K	Sell	21 -10	-32%	-$1.76K	﹤0.01%	480
2018 Q2	$5K	Hold	31	–	–	﹤0.01%	398
2018 Q1	$5K	Buy	+31	New	+$5.02K	﹤0.01%	409

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

McAdam LLC's MCO Position: Q1 2026 in Review

McAdam LLC sold out of Moody's (MCO) in Q1 2026, closing a stake of 395 shares — an estimated $202K sold.

McAdam LLC first reported a position in MCO in Q1 2018 and held it in 4 quarters. The position peaked at $202K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

McAdam LLC reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
McAdam LLC sold 395 Moody's shares in Q1 2026, an estimated $202K.
McAdam LLC first reported a position in Moody's in Q1 2018 and held it in 4 quarters.
McAdam LLC's Moody's position peaked at $202K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.