Morris Financial Concepts’s Moody's MCO Stock Holding History

Morris Financial Concepts’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	$257K	Hold	589	–	–	0.09%	118
2025 Q4	$301K	Sell	589 -16	-3%	-$7.81K	0.11%	101
2025 Q3	$288K	Hold	605	–	–	0.1%	106
2025 Q2	$303K	Hold	605	–	–	0.12%	99
2025 Q1	$282K	Hold	605	–	–	0.12%	103
2024 Q4	$286K	Hold	605	–	–	0.12%	100
2024 Q3	$287K	Hold	605	–	–	0.12%	91
2024 Q2	$255K	Sell	605 -125	-17%	-$49.7K	0.12%	92
2024 Q1	$287K	Hold	730	–	–	0.15%	82
2023 Q4	$285K	Hold	730	–	–	0.16%	77
2023 Q3	$231K	Sell	730 -1,035	-59%	-$352K	0.15%	77
2023 Q2	$614K	Hold	1,765	–	–	0.4%	39
2023 Q1	$540K	Hold	1,765	–	–	0.38%	40
2022 Q4	$492K	Hold	1,765	–	–	0.4%	45
2022 Q3	$429K	Hold	1,765	–	–	0.44%	35
2022 Q2	$480K	Hold	1,765	–	–	0.46%	38
2022 Q1	$596K	Hold	1,765	–	–	0.5%	32
2021 Q4	$689K	Buy	+1,765	New	+$681K	0.57%	27

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

Morris Financial Concepts's MCO Position: Q1 2026 in Review

Morris Financial Concepts held its Moody's (MCO) position steady in Q1 2026 at 589 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #118.

Morris Financial Concepts first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $689K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Morris Financial Concepts held 589 shares of Moody's worth $257K as of Q1 2026.
Morris Financial Concepts left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.09% of Morris Financial Concepts's portfolio in Q1 2026, its #118 holding.
Morris Financial Concepts first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
Morris Financial Concepts's Moody's position peaked at $689K in Q4 2021.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.