Meritage Portfolio Management’s Moody's MCO Stock Holding History

Meritage Portfolio 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
2025 Q4	$10.1M	Buy	+19,679	New	+$9.6M	0.67%	35

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meritage Portfolio Management's MCO Position: Q4 2025 in Review

Meritage Portfolio Management opened a new position in Moody's (MCO) in Q4 2025: 19,679 shares worth $10.1M. The stake represents 0.67% of the portfolio and ranks #35 among its holdings.

1,426 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Meritage Portfolio Management held 19,679 shares of Moody's worth $10.1M as of Q4 2025.
Moody's was a new Meritage Portfolio Management position in Q4 2025.
Moody's made up 0.67% of Meritage Portfolio Management's portfolio in Q4 2025, its #35 holding.
1,426 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.