MONECO Advisors’s Moody's MCO Stock Holding History

MONECO 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	$431K	Buy	987 +443	+81%	+$210K	0.03%	332
2025 Q4	$278K	Sell	544 -11	-2%	-$5.37K	0.02%	419
2025 Q3	$264K	Buy	555 +60	+12%	+$30.2K	0.02%	423
2025 Q2	$248K	Hold	495	–	–	0.02%	416
2025 Q1	$231K	Sell	495 -40	-7%	-$19.3K	0.02%	416
2024 Q4	$253K	Buy	535 +76	+17%	+$36.3K	0.03%	402
2024 Q3	$218K	Buy	+459	New	+$213K	0.03%	406
2020 Q1	–	Sell	-3,200	Closed	-$824K	–	141
2019 Q4	$824K	Hold	3,200	–	–	0.59%	40
2019 Q3	$655K	Hold	3,200	–	–	0.51%	44
2019 Q2	$625K	Hold	3,200	–	–	0.5%	47
2019 Q1	$579K	Buy	+3,200	New	+$526K	0.47%	48

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

MONECO Advisors's MCO Position: Q1 2026 in Review

MONECO Advisors increased its Moody's (MCO) stake by 81% in Q1 2026, buying an estimated $210K and bringing the position to 987 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #332.

MONECO Advisors first reported a position in MCO in Q1 2019 and has held it in 11 quarters since. The position peaked at $824K in Q4 2019. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

MONECO Advisors held 987 shares of Moody's worth $431K as of Q1 2026.
MONECO Advisors bought 443 Moody's shares in Q1 2026, an estimated $210K.
Moody's made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #332 holding.
MONECO Advisors first reported a position in Moody's in Q1 2019 and has held it in 11 quarters since.
MONECO Advisors's Moody's position peaked at $824K in Q4 2019.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.