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MCO icon

NewEdge Advisors’s Moody's MCO Stock Holding History

NewEdge 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 		$4.06M Buy
9,303
+3,667
+65% +$1.73M 0.01% 779
2025
Q4 		$2.88M Buy
5,636
+2,213
+65% +$1.08M 0.01% 892
2025
Q3 		$1.63M Buy
3,423
+1,955
+133% +$985K 0.01% 1123
2025
Q2 		$736K Buy
1,468
+86
+6% +$39.8K ﹤0.01% 1454
2025
Q1 		$644K Sell
1,382
-741
-35% -$357K ﹤0.01% 1435
2024
Q4 		$1M Buy
2,123
+804
+61% +$384K 0.01% 1160
2024
Q3 		$626K Buy
1,319
+395
+43% +$183K ﹤0.01% 1331
2024
Q2 		$389K Buy
924
+7
+0.8% +$2.79K ﹤0.01% 1564
2024
Q1 		$360K Buy
917
+632
+222% +$244K ﹤0.01% 1540
2023
Q4 		$111K Sell
285
-2
-0.7% -$695 ﹤0.01% 1909
2023
Q3 		$90.6K Sell
287
-2,619
-90% -$891K ﹤0.01% 1871
2023
Q2 		$1.01M Sell
2,906
-19
-0.6% -$6.02K 0.01% 863
2023
Q1 		$895K Sell
2,925
-605
-17% -$183K 0.01% 828
2022
Q4 		$227K Sell
3,530
-355
-9% -$97.1K 0.01% 1132
2022
Q3 		$945K Buy
3,885
+146
+4% +$42.4K 0.02% 663
2022
Q2 		$1.02M Buy
+3,739
New +$1.12M 0.02% 663
2022
Q1 		– Sell
-3,583
Closed -$1.4M – 1426
2021
Q4 		$1.4M Buy
3,583
+1,044
+41% +$403K 0.02% 580
2021
Q3 		$901K Sell
2,539
-91
-3% -$34.3K 0.02% 553
2021
Q2 		$953K Sell
2,630
-158
-6% -$52.6K 0.03% 509
2021
Q1 		$832K Buy
2,788
+410
+17% +$115K 0.02% 509
2020
Q4 		$690K Sell
2,378
-333
-12% -$93.1K 0.02% 514
2020
Q3 		$786K Buy
2,711
+354
+15% +$101K 0.03% 446
2020
Q2 		$648K Sell
2,357
-1,109
-32% -$282K 0.03% 473
2020
Q1 		$733K Buy
3,466
+1,261
+57% +$306K 0.04% 372
2019
Q4 		$523K Buy
+2,205
New +$490K 0.02% 511
2017
Q3 		– Sell
-38
Closed -$4.67K – 805
2017
Q2 		$4.67K Buy
+38
New +$4.45K ﹤0.01% 1163

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

NewEdge Advisors's MCO Position: Q1 2026 in Review

NewEdge Advisors increased its Moody's (MCO) stake by 65% in Q1 2026, buying an estimated $1.73M and bringing the position to 9,303 shares worth $4.06M. The position accounts for 0.01% of the portfolio, ranked #779.

NewEdge Advisors first reported a position in MCO in Q2 2017 and has held it in 26 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • NewEdge Advisors held 9,303 shares of Moody's worth $4.06M as of Q1 2026.
  • NewEdge Advisors bought 3,667 Moody's shares in Q1 2026, an estimated $1.73M.
  • Moody's made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #779 holding.
  • NewEdge Advisors first reported a position in Moody's in Q2 2017 and has held it in 26 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.