Ogorek Anthony Joseph’s Moody's MCO Stock Holding History

Ogorek Anthony Joseph’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	$45K	Sell	104 -3	-3%	-$1.42K	0.01%	175
2025 Q4	$54K	Sell	107 -6	-5%	-$2.93K	0.01%	158
2025 Q3	$53K	Buy	113 +1	+0.9%	+$504	0.02%	162
2025 Q2	$56K	Buy	112 +1	+0.9%	+$463	0.02%	155
2025 Q1	$51K	Buy	111 +27	+32%	+$13K	0.02%	152
2024 Q4	$39K	Hold	84	–	–	0.01%	130
2024 Q3	$39K	Hold	84	–	–	0.01%	124
2024 Q2	$35K	Hold	84	–	–	0.01%	128
2024 Q1	$33K	Hold	84	–	–	0.01%	135
2023 Q4	$32K	Hold	84	–	–	0.01%	137
2023 Q3	$26K	Hold	84	–	–	0.01%	148
2023 Q2	$29K	Hold	84	–	–	0.01%	133
2023 Q1	$25K	Hold	84	–	–	0.01%	142
2022 Q4	$23K	Hold	84	–	–	0.01%	110
2022 Q3	$20K	Hold	84	–	–	0.01%	111
2022 Q2	$22K	Hold	84	–	–	0.01%	113
2022 Q1	$28K	Hold	84	–	–	0.01%	113
2021 Q4	$32K	Hold	84	–	–	0.01%	100
2021 Q3	$29K	Buy	+84	New	+$31.7K	0.01%	100

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

Ogorek Anthony Joseph's MCO Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Moody's (MCO) stake by 2.8% in Q1 2026, selling an estimated $1.42K and leaving 104 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #175.

Ogorek Anthony Joseph first reported a position in MCO in Q3 2021 and has held it in 19 quarters since. The position peaked at $56K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Ogorek Anthony Joseph held 104 shares of Moody's worth $45K as of Q1 2026.
Ogorek Anthony Joseph sold 3 Moody's shares in Q1 2026, an estimated $1.42K.
Moody's made up 0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #175 holding.
Ogorek Anthony Joseph first reported a position in Moody's in Q3 2021 and has held it in 19 quarters since.
Ogorek Anthony Joseph's Moody's position peaked at $56K in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.