Mystic Asset Management’s Moody's MCO Stock Holding History

Mystic Asset 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
2026 Q1	$1.36M	Hold	3,116	–	–	0.32%	80
2025 Q4	$1.59M	Sell	3,116 -232	-7%	-$113K	0.36%	72
2025 Q3	$1.6M	Hold	3,348	–	–	0.36%	71
2025 Q2	$1.68M	Hold	3,348	–	–	0.41%	65
2025 Q1	$1.56M	Hold	3,348	–	–	0.41%	70
2024 Q4	$1.58M	Buy	3,348 +348	+12%	+$166K	0.43%	64
2024 Q3	$1.42M	Hold	3,000	–	–	0.54%	62
2024 Q2	$1.26M	Hold	3,000	–	–	0.51%	61
2024 Q1	$1.18M	Hold	3,000	–	–	0.49%	68
2023 Q4	$1.17M	Hold	3,000	–	–	0.56%	63
2023 Q3	$949K	Hold	3,000	–	–	0.53%	64
2023 Q2	$1.04M	Hold	3,000	–	–	0.56%	62
2023 Q1	$918K	Hold	3,000	–	–	0.51%	71
2022 Q4	$836K	Hold	3,000	–	–	0.48%	73
2022 Q3	$729K	Hold	3,000	–	–	0.47%	73
2022 Q2	$815K	Hold	3,000	–	–	0.5%	69
2022 Q1	$1.01M	Hold	3,000	–	–	0.54%	66
2021 Q4	$1.17M	Buy	+3,000	New	+$1.16M	0.55%	58

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

Mystic Asset Management's MCO Position: Q1 2026 in Review

Mystic Asset Management held its Moody's (MCO) position steady in Q1 2026 at 3,116 shares worth $1.36M. The position accounts for 0.32% of the portfolio, ranked #80.

Mystic Asset Management first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Mystic Asset Management held 3,116 shares of Moody's worth $1.36M as of Q1 2026.
Mystic Asset Management left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.32% of Mystic Asset Management's portfolio in Q1 2026, its #80 holding.
Mystic Asset Management first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
Mystic Asset Management's Moody's position peaked at $1.68M in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.