Mirabella Financial Services’s Moody's MCO Stock Holding History

Mirabella Financial 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	–	Sell	-444	Closed	-$227K	–	1074
2025 Q4	$227K	Buy	+444	New	+$217K	0.02%	567
2024 Q3	–	Sell	-497	Closed	-$209K	–	345
2024 Q2	$209K	Buy	+497	New	+$198K	0.02%	391
2023 Q3	–	Sell	-7,675	Closed	-$2.67M	–	535
2023 Q2	$2.67M	Buy	+7,675	New	+$2.43M	0.29%	99
2022 Q4	–	Sell	-4,278	Closed	-$1.05M	–	466
2022 Q3	$1.05M	Buy	+4,278	New	+$1.24M	0.11%	106
2021 Q4	–	Sell	-664	Closed	-$236K	–	534
2021 Q3	$236K	Buy	+664	New	+$250K	0.03%	374
2021 Q2	–	Sell	-5,910	Closed	-$1.76M	–	368
2021 Q1	$1.76M	Buy	+5,910	New	+$1.66M	0.55%	53

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

Mirabella Financial Services's MCO Position: Q1 2026 in Review

Mirabella Financial Services sold out of Moody's (MCO) in Q1 2026, closing a stake of 444 shares — an estimated $227K sold.

Mirabella Financial Services first reported a position in MCO in Q1 2021 and held it in 6 quarters. The position peaked at $2.67M in Q2 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Mirabella Financial Services reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 444 Moody's shares in Q1 2026, an estimated $227K.
Mirabella Financial Services first reported a position in Moody's in Q1 2021 and held it in 6 quarters.
Mirabella Financial Services's Moody's position peaked at $2.67M in Q2 2023.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.