Osaic Holdings
MCO icon

Osaic Holdings’s Moody's MCO Stock Holding History

Osaic Holdings’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 		$19.5M Sell
44,581
-66
-0.1% -$31.2K 0.03% 587
2025
Q4 		$22.8M Sell
44,647
-1,973
-4% -$963K 0.03% 520
2025
Q3 		$22.4M Buy
46,620
+36,271
+350% +$18.3M 0.03% 564
2025
Q2 		$5.18M Buy
10,349
+1,168
+13% +$541K 0.01% 1220
2025
Q1 		$4.28M Sell
9,181
-14,668
-62% -$7.07M 0.01% 1134
2024
Q4 		$3.9M Buy
23,849
+13,717
+135% +$6.55M 0.01% 1181
2024
Q3 		$4.81M Buy
10,132
+1,402
+16% +$650K 0.01% 1063
2024
Q2 		$3.68M Buy
8,730
+46
+0.5% +$18.3K 0.01% 1212
2024
Q1 		$3.41M Sell
8,684
-11,915
-58% -$4.59M 0.01% 1302
2023
Q4 		$8.05M Sell
20,599
-5,719
-22% -$1.99M 0.01% 914
2023
Q3 		$8.32M Buy
26,318
+4,405
+20% +$1.5M 0.01% 965
2023
Q2 		$7.62M Sell
21,913
-2,557
-10% -$811K 0.01% 914
2023
Q1 		$7.49M Sell
24,470
-1,862
-7% -$563K 0.01% 917
2022
Q4 		$7.34M Sell
26,332
-4,188
-14% -$1.15M 0.01% 878
2022
Q3 		$7.42M Sell
30,520
-186
-0.6% -$54K 0.02% 803
2022
Q2 		$8.35M Buy
30,706
+1,775
+6% +$531K 0.02% 758
2022
Q1 		$10.4M Buy
28,931
+2,233
+8% +$751K 0.02% 741
2021
Q4 		$10.4M Buy
26,698
+4,884
+22% +$1.88M 0.02% 725
2021
Q3 		$7.75M Sell
21,814
-1,767
-7% -$666K 0.02% 789
2021
Q2 		$8.55M Sell
23,581
-24
-0.1% -$7.99K 0.02% 720
2021
Q1 		$7.05M Buy
23,605
+1,500
+7% +$422K 0.02% 772
2020
Q4 		$6.42M Buy
22,105
+176
+0.8% +$49.2K 0.02% 718
2020
Q3 		$6.35M Buy
21,929
+2,660
+14% +$759K 0.02% 643
2020
Q2 		$5.29M Sell
19,269
-1,979
-9% -$503K 0.02% 670
2020
Q1 		$4.5M Buy
+21,248
New +$5.16M 0.02% 654

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

Osaic Holdings's MCO Position: Q1 2026 in Review

Osaic Holdings reduced its Moody's (MCO) stake by 0.15% in Q1 2026, selling an estimated $31.2K and leaving 44,581 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #587.

Osaic Holdings first reported a position in MCO in Q1 2020 and has held it in 25 quarters since. The position peaked at $22.8M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Osaic Holdings held 44,581 shares of Moody's worth $19.5M as of Q1 2026.
  • Osaic Holdings sold 66 Moody's shares in Q1 2026, an estimated $31.2K.
  • Moody's made up 0.03% of Osaic Holdings's portfolio in Q1 2026, its #587 holding.
  • Osaic Holdings first reported a position in Moody's in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Moody's position peaked at $22.8M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.