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Oak Thistle LLC’s Moody's MCO Stock Holding History

Oak Thistle LLC’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
-1,134
Closed -$579K – 570
2025
Q4 		$579K Buy
+1,134
New +$553K 0.08% 411
2025
Q3 		– Sell
-1,784
Closed -$895K – 575
2025
Q2 		$895K Buy
+1,784
New +$826K 0.13% 281
2024
Q4 		– Sell
-1,295
Closed -$615K – 494
2024
Q3 		$615K Buy
+1,295
New +$600K 0.2% 201
2024
Q1 		– Sell
-2,648
Closed -$1.03M – 431
2023
Q4 		$1.03M Sell
2,648
-1,375
-34% -$478K 0.3% 114
2023
Q3 		$1.27M Buy
+4,023
New +$1.37M 0.38% 66
2023
Q2 		– Sell
-744
Closed -$228K – 473
2023
Q1 		$228K Buy
+744
New +$225K 0.13% 310
2022
Q3 		– Sell
-1,176
Closed -$320K – 195
2022
Q2 		$320K Buy
1,176
+262
+29% +$78.4K 0.62% 56
2022
Q1 		$309K Sell
914
-741
-45% -$249K 0.16% 253
2021
Q4 		$646K Buy
+1,655
New +$638K 0.5% 48

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Oak Thistle LLC's MCO Position: Q1 2026 in Review

Oak Thistle LLC sold out of Moody's (MCO) in Q1 2026, closing a stake of 1,134 shares — an estimated $579K sold.

Oak Thistle LLC first reported a position in MCO in Q4 2021 and held it in 9 quarters. The position peaked at $1.27M in Q3 2023. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Oak Thistle LLC reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 1,134 Moody's shares in Q1 2026, an estimated $579K.
  • Oak Thistle LLC first reported a position in Moody's in Q4 2021 and held it in 9 quarters.
  • Oak Thistle LLC's Moody's position peaked at $1.27M in Q3 2023.
  • 1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.