Meeder Advisory Services’s Moody's MCO Stock Holding History

Meeder Advisory Services’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	$2.18M	Buy	4,986 +395	+9%	+$187K	0.09%	158
2025 Q4	$2.35M	Buy	4,591 +99	+2%	+$48.3K	0.1%	138
2025 Q3	$2.14M	Buy	4,492 +23	+0.5%	+$11.6K	0.1%	146
2025 Q2	$2.24M	Buy	4,469 +345	+8%	+$160K	0.12%	137
2025 Q1	$1.92M	Buy	4,124 +235	+6%	+$113K	0.12%	145
2024 Q4	$1.84M	Buy	3,889 +34	+0.9%	+$16.2K	0.11%	134
2024 Q3	$1.83M	Sell	3,855 -49	-1%	-$22.7K	0.12%	140
2024 Q2	$1.64M	Buy	3,904 +1,175	+43%	+$467K	0.12%	144
2024 Q1	$1.07M	Buy	2,729 +152	+6%	+$58.6K	0.11%	161
2023 Q4	$1.01M	Buy	2,577 +238	+10%	+$82.7K	0.12%	155
2023 Q3	$740K	Sell	2,339 -776	-25%	-$264K	0.09%	181
2023 Q2	$1.08M	Buy	3,115 +226	+8%	+$71.6K	0.12%	149
2023 Q1	$884K	Buy	2,889 +207	+8%	+$62.5K	0.1%	175
2022 Q4	$747K	Buy	+2,682	New	+$734K	0.09%	198

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

Meeder Advisory Services's MCO Position: Q1 2026 in Review

Meeder Advisory Services increased its Moody's (MCO) stake by 8.6% in Q1 2026, buying an estimated $187K and bringing the position to 4,986 shares worth $2.18M. The position accounts for 0.09% of the portfolio, ranked #158.

Meeder Advisory Services first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Meeder Advisory Services held 4,986 shares of Moody's worth $2.18M as of Q1 2026.
Meeder Advisory Services bought 395 Moody's shares in Q1 2026, an estimated $187K.
Moody's made up 0.09% of Meeder Advisory Services's portfolio in Q1 2026, its #158 holding.
Meeder Advisory Services first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Moody's position peaked at $2.35M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.