MFG
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Monte Financial Group’s Moody's MCO Stock Holding History

Monte Financial Group’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 		$1.55M Buy
3,547
+73
+2% +$34.5K 0.55% 58
2025
Q4 		$1.77M Buy
3,474
+159
+5% +$77.6K 0.66% 47
2025
Q3 		$1.58M Buy
3,315
+12
+0.4% +$6.05K 0.58% 49
2025
Q2 		$1.66M Buy
3,303
+24
+0.7% +$11.1K 0.64% 46
2025
Q1 		$1.39M Buy
3,279
+384
+13% +$185K 0.61% 44
2024
Q4 		$1.37M Sell
2,895
-33
-1% -$15.8K 0.59% 46
2024
Q3 		$1.39M Hold
2,928
– – 0.58% 44
2024
Q2 		$1.23M Sell
2,928
-1
-0% -$398 0.54% 50
2024
Q1 		$1.15M Buy
2,929
+36
+1% +$13.9K 0.5% 53
2023
Q4 		$1.13M Sell
2,893
-50
-2% -$17.4K 0.53% 49
2023
Q3 		$931K Buy
2,943
+9
+0.3% +$3.06K 0.47% 51
2023
Q2 		$1.02M Buy
2,934
+65
+2% +$20.6K 0.5% 48
2023
Q1 		$878K Buy
2,869
+172
+6% +$52K 0.46% 49
2022
Q4 		$751K Buy
2,697
+325
+14% +$88.9K 0.39% 53
2022
Q3 		$577K Buy
2,372
+59
+3% +$17.1K 0.35% 58
2022
Q2 		$629K Buy
2,313
+309
+15% +$92.4K 0.37% 49
2022
Q1 		$676K Buy
2,004
+21
+1% +$7.06K 0.36% 56
2021
Q4 		$775K Buy
+1,983
New +$765K 0.41% 48

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Monte Financial Group's MCO Position: Q1 2026 in Review

Monte Financial Group increased its Moody's (MCO) stake by 2.1% in Q1 2026, buying an estimated $34.5K and bringing the position to 3,547 shares worth $1.55M. The position accounts for 0.55% of the portfolio, ranked #58.

Monte Financial Group first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.77M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Monte Financial Group held 3,547 shares of Moody's worth $1.55M as of Q1 2026.
  • Monte Financial Group bought 73 Moody's shares in Q1 2026, an estimated $34.5K.
  • Moody's made up 0.55% of Monte Financial Group's portfolio in Q1 2026, its #58 holding.
  • Monte Financial Group first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
  • Monte Financial Group's Moody's position peaked at $1.77M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.