MA
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MCF Advisors’s Moody's MCO Stock Holding History

MCF 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 		$3.77M Buy
8,641
+751
+10% +$355K 0.17% 72
2025
Q4 		$4.03M Buy
7,890
+213
+3% +$104K 0.22% 51
2025
Q3 		$3.66M Buy
7,677
+2,609
+51% +$1.32M 0.22% 43
2025
Q2 		$2.54M Buy
5,068
+72
+1% +$33.4K 0.17% 50
2025
Q1 		$2.33M Sell
4,996
-532
-10% -$256K 0.17% 48
2024
Q4 		$2.62M Sell
5,528
-93
-2% -$44.4K 0.18% 47
2024
Q3 		$2.67M Buy
5,621
+5
+0.1% +$2.32K 0.19% 44
2024
Q2 		$2.36M Buy
5,616
+107
+2% +$42.6K 0.18% 45
2024
Q1 		$2.17M Sell
5,509
-289
-5% -$111K 0.17% 51
2023
Q4 		$2.26M Buy
5,798
+1,214
+26% +$422K 0.19% 46
2023
Q3 		$1.45M Buy
4,584
+188
+4% +$63.9K 0.13% 57
2023
Q2 		$1.53M Sell
4,396
-390
-8% -$124K 0.14% 48
2023
Q1 		$1.46M Buy
4,786
+12
+0.3% +$3.63K 0.14% 50
2022
Q4 		$1.33M Buy
4,774
+1,960
+70% +$536K 0.14% 51
2022
Q3 		$684K Buy
2,814
+993
+55% +$288K 0.08% 81
2022
Q2 		$495K Buy
1,821
+34
+2% +$10.2K 0.05% 102
2022
Q1 		$603K Buy
+1,787
New +$601K 0.06% 96
2021
Q4 		– Sell
-879
Closed -$312K – 425
2021
Q3 		$312K Buy
879
+501
+133% +$189K 0.03% 142
2021
Q2 		$137K Sell
378
-38
-9% -$12.6K 0.01% 206
2021
Q1 		$124K Buy
416
+210
+102% +$59.1K 0.01% 197
2020
Q4 		$60K Hold
206
– – 0.01% 229
2020
Q3 		$60K Buy
206
+1
+0.5% +$285 0.01% 221
2020
Q2 		$56K Hold
205
– – 0.01% 220
2020
Q1 		$43K Hold
205
– – 0.01% 247
2019
Q4 		$49K Buy
205
+65
+46% +$14.4K 0.01% 247
2019
Q3 		$29K Hold
140
– – ﹤0.01% 288
2019
Q2 		$27K Hold
140
– – ﹤0.01% 290
2019
Q1 		$25K Hold
140
– – ﹤0.01% 282
2018
Q4 		$20K Buy
+140
New +$21.1K ﹤0.01% 295

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

MCF Advisors's MCO Position: Q1 2026 in Review

MCF Advisors increased its Moody's (MCO) stake by 9.5% in Q1 2026, buying an estimated $355K and bringing the position to 8,641 shares worth $3.77M. The position accounts for 0.17% of the portfolio, ranked #72.

MCF Advisors first reported a position in MCO in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.03M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • MCF Advisors held 8,641 shares of Moody's worth $3.77M as of Q1 2026.
  • MCF Advisors bought 751 Moody's shares in Q1 2026, an estimated $355K.
  • Moody's made up 0.17% of MCF Advisors's portfolio in Q1 2026, its #72 holding.
  • MCF Advisors first reported a position in Moody's in Q4 2018 and has held it in 29 quarters since.
  • MCF Advisors's Moody's position peaked at $4.03M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.