Oakworth Capital’s Moody's MCO Stock Holding History

Oakworth Capital’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	$19.6K	Hold	45	–	–	﹤0.01%	580
2025 Q4	$23K	Hold	45	–	–	﹤0.01%	553
2025 Q3	$21.4K	Hold	45	–	–	﹤0.01%	550
2025 Q2	$22.6K	Hold	45	–	–	﹤0.01%	432
2025 Q1	$21K	Hold	45	–	–	﹤0.01%	449
2024 Q4	$21.3K	Sell	45 -25	-36%	-$11.9K	﹤0.01%	452
2024 Q3	$33.2K	Hold	70	–	–	﹤0.01%	410
2024 Q2	$29.5K	Hold	70	–	–	﹤0.01%	407
2024 Q1	$27.5K	Hold	70	–	–	﹤0.01%	388
2023 Q4	$27.3K	Buy	70 +25	+56%	+$8.69K	﹤0.01%	389
2023 Q3	$14.2K	Hold	45	–	–	﹤0.01%	407
2023 Q2	$15.6K	Hold	45	–	–	﹤0.01%	411
2023 Q1	$13.8K	Hold	45	–	–	﹤0.01%	406
2022 Q4	$12.5K	Hold	45	–	–	﹤0.01%	395
2022 Q3	$11K	Hold	45	–	–	﹤0.01%	431
2022 Q2	$12K	Hold	45	–	–	﹤0.01%	424
2022 Q1	$15K	Hold	45	–	–	﹤0.01%	415
2021 Q4	$18K	Hold	45	–	–	﹤0.01%	434
2021 Q3	$16K	Hold	45	–	–	﹤0.01%	431
2021 Q2	$16K	Hold	45	–	–	﹤0.01%	429
2021 Q1	$13K	Hold	45	–	–	﹤0.01%	433
2020 Q4	$13K	Hold	45	–	–	﹤0.01%	405
2020 Q3	$13K	Hold	45	–	–	﹤0.01%	406
2020 Q2	$12K	Hold	45	–	–	﹤0.01%	387
2020 Q1	$10K	Hold	45	–	–	﹤0.01%	376
2019 Q4	$11K	Hold	45	–	–	﹤0.01%	428
2019 Q3	$9K	Hold	45	–	–	﹤0.01%	444
2019 Q2	$9K	Hold	45	–	–	﹤0.01%	491
2019 Q1	$8K	Hold	45	–	–	﹤0.01%	469
2018 Q4	$6K	Hold	45	–	–	﹤0.01%	478
2018 Q3	$8K	Hold	45	–	–	﹤0.01%	477
2018 Q2	$8K	Hold	45	–	–	﹤0.01%	488
2018 Q1	$7K	Buy	+45	New	+$7.29K	﹤0.01%	476

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

Oakworth Capital's MCO Position: Q1 2026 in Review

Oakworth Capital held its Moody's (MCO) position steady in Q1 2026 at 45 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Oakworth Capital first reported a position in MCO in Q1 2018 and has held it in 33 quarters since. The position peaked at $33.2K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Oakworth Capital held 45 shares of Moody's worth $19.6K as of Q1 2026.
Oakworth Capital left its Moody's share count unchanged in Q1 2026.
Moody's made up ﹤0.01% of Oakworth Capital's portfolio in Q1 2026, its #580 holding.
Oakworth Capital first reported a position in Moody's in Q1 2018 and has held it in 33 quarters since.
Oakworth Capital's Moody's position peaked at $33.2K in Q3 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.