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Oak Harvest Investment Services’s Moody's MCO Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-23,982
Closed -$12.3M – 187
2025
Q4 		$12.3M Buy
+23,982
New +$11.7M 1.34% 18
2023
Q2 		– Sell
-2,317
Closed -$709K – 118
2023
Q1 		$709K Buy
2,317
+365
+19% +$110K 0.16% 78
2022
Q4 		$544K Buy
1,952
+691
+55% +$189K 0.14% 69
2022
Q3 		$307K Buy
+1,261
New +$366K 0.08% 78

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

Oak Harvest Investment Services's MCO Position: Q1 2026 in Review

Oak Harvest Investment Services sold out of Moody's (MCO) in Q1 2026, closing a stake of 23,982 shares — an estimated $12.3M sold.

Oak Harvest Investment Services first reported a position in MCO in Q3 2022 and held it in 4 quarters. The position peaked at $12.3M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Oak Harvest Investment Services reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 23,982 Moody's shares in Q1 2026, an estimated $12.3M.
  • Oak Harvest Investment Services first reported a position in Moody's in Q3 2022 and held it in 4 quarters.
  • Oak Harvest Investment Services's Moody's position peaked at $12.3M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.