McLean Asset Management’s Moody's MCO Stock Holding History

McLean Asset Management’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	$321K	Sell	736 -20	-3%	-$9.46K	0.06%	123
2025 Q4	$405K	Sell	756 -6	-0.8%	-$2.93K	0.07%	107
2025 Q3	$368K	Hold	762	–	–	0.08%	107
2025 Q2	$379K	Buy	762 +23	+3%	+$10.7K	0.1%	104
2025 Q1	$293K	Sell	739 -3	-0.4%	-$1.45K	0.1%	111
2024 Q4	$351K	Buy	742 +6	+0.8%	+$2.86K	0.11%	100
2024 Q3	$339K	Buy	736 +14	+2%	+$6.49K	0.1%	100
2024 Q2	$316K	Buy	722 +9	+1%	+$3.58K	0.1%	98
2024 Q1	$284K	Buy	713 +3	+0.4%	+$1.16K	0.1%	116
2023 Q4	$264K	Sell	710 -2	-0.3%	-$695	0.1%	119
2023 Q3	$229K	Sell	712 -2	-0.3%	-$680	0.09%	117
2023 Q2	$248K	Sell	714 -1	-0.1%	-$317	0.1%	108
2023 Q1	$219K	Sell	715 -5	-0.7%	-$1.51K	0.09%	115
2022 Q4	$201K	Buy	+720	New	+$197K	0.07%	134
2022 Q3	–	Sell	-716	Closed	-$203K	–	133
2022 Q2	$203K	Sell	716 -22	-3%	-$6.58K	0.08%	126
2022 Q1	$249K	Buy	738 +12	+2%	+$4.04K	0.18%	104
2021 Q4	$271K	Buy	726 +7	+1%	+$2.7K	0.1%	104
2021 Q3	$281K	Hold	719	–	–	0.11%	97
2021 Q2	$272K	Hold	719	–	–	0.12%	85
2021 Q1	$235K	Buy	719 +17	+2%	+$4.79K	0.19%	91
2020 Q4	$204K	Buy	+702	New	+$196K	0.18%	91

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

McLean Asset Management's MCO Position: Q1 2026 in Review

McLean Asset Management reduced its Moody's (MCO) stake by 2.6% in Q1 2026, selling an estimated $9.46K and leaving 736 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #123.

McLean Asset Management first reported a position in MCO in Q4 2020 and has held it in 21 quarters since. The position peaked at $405K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

McLean Asset Management held 736 shares of Moody's worth $321K as of Q1 2026.
McLean Asset Management sold 20 Moody's shares in Q1 2026, an estimated $9.46K.
Moody's made up 0.06% of McLean Asset Management's portfolio in Q1 2026, its #123 holding.
McLean Asset Management first reported a position in Moody's in Q4 2020 and has held it in 21 quarters since.
McLean Asset Management's Moody's position peaked at $405K in Q4 2025.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.