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Perigon Wealth Management’s Moody's MCO Stock Holding History

Perigon Wealth Management’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 		$20.2M Sell
46,271
-8,985
-16% -$4.25M 0.37% 58
2025
Q4 		$28.2M Sell
55,256
-261
-0.5% -$127K 0.51% 39
2025
Q3 		$26.5M Buy
55,517
+137
+0.2% +$69.1K 0.54% 35
2025
Q2 		$27.8M Buy
55,380
+116
+0.2% +$53.7K 0.65% 28
2025
Q1 		$25.7M Sell
55,264
-68
-0.1% -$32.8K 0.66% 26
2024
Q4 		$26.5M Sell
55,332
-323
-0.6% -$154K 0.65% 25
2024
Q3 		$26.4M Buy
55,655
+193
+0.3% +$89.4K 0.7% 22
2024
Q2 		$23.3M Sell
55,462
-549
-1% -$218K 0.68% 24
2024
Q1 		$22M Buy
56,011
+44
+0.1% +$17K 0.67% 26
2023
Q4 		$21.9M Sell
55,967
-71
-0.1% -$24.7K 0.71% 23
2023
Q3 		$17.7M Sell
56,038
-229
-0.4% -$77.9K 0.72% 28
2023
Q2 		$19.6M Buy
56,267
+29,086
+107% +$9.22M 0.77% 24
2023
Q1 		$8.32M Sell
27,181
-6
-0% -$1.81K 0.47% 46
2022
Q4 		$7.57M Sell
27,187
-83
-0.3% -$22.7K 0.47% 43
2022
Q3 		$6.63M Sell
27,270
-1,044
-4% -$303K 0.57% 35
2022
Q2 		$7.7M Buy
28,314
+178
+0.6% +$53.3K 0.64% 29
2022
Q1 		$9.49M Sell
28,136
-603
-2% -$203K 0.67% 26
2021
Q4 		$11.2M Buy
28,739
+155
+0.5% +$59.8K 0.8% 21
2021
Q3 		$10.2M Sell
28,584
-30
-0.1% -$11.3K 0.88% 19
2021
Q2 		$10.4M Buy
28,614
+611
+2% +$203K 0.92% 16
2021
Q1 		$8.36M Sell
28,003
-561
-2% -$158K 0.85% 20
2020
Q4 		$8.29M Buy
28,564
+2,213
+8% +$619K 0.96% 17
2020
Q3 		$7.64M Buy
26,351
+287
+1% +$81.9K 1.07% 17
2020
Q2 		$7.16M Buy
26,064
+605
+2% +$154K 1.14% 16
2020
Q1 		$6.15M Buy
25,459
+154
+0.6% +$37.4K 1.15% 18
2019
Q4 		$6.12M Buy
25,305
+1,558
+7% +$346K 1.25% 16
2019
Q3 		$5.19M Sell
23,747
-1,189
-5% -$249K 1.22% 20
2019
Q2 		$4.87M Buy
24,936
+140
+0.6% +$26.6K 1.14% 21
2019
Q1 		$4.79M Buy
24,796
+199
+0.8% +$32.7K 1.11% 21
2018
Q4 		$3.85M Buy
24,597
+60
+0.2% +$9.05K 0.98% 26
2018
Q3 		$4.1M Buy
24,537
+610
+3% +$107K 1.01% 25
2018
Q2 		$4.08M Buy
23,927
+2,675
+13% +$453K 1.23% 19
2018
Q1 		$3.43M Buy
21,252
+532
+3% +$86.1K 1.26% 20
2017
Q4 		$3.06M Buy
20,720
+120
+0.6% +$17.6K 1.14% 28
2017
Q3 		$2.87M Buy
20,600
+600
+3% +$78.9K 0.93% 31
2017
Q2 		$2.43M Hold
20,000
– – 0.53% 56
2017
Q1 		$2.24M Hold
20,000
– – 0.48% 66
2016
Q4 		$2.26M Hold
20,000
– – 0.49% 64
2016
Q3 		$2.17M Hold
20,000
– – 0.56% 57
2016
Q2 		$1.87M Hold
20,000
– – 0.5% 58
2016
Q1 		$1.93M Hold
20,000
– – 0.6% 50
2015
Q4 		$2.01M Hold
20,000
– – 0.55% 52
2015
Q3 		$1.96M Hold
20,000
– – 0.58% 45
2015
Q2 		$2.16M Hold
20,000
– – 0.57% 52
2015
Q1 		$2.08M Hold
20,000
– – 0.57% 52
2014
Q4 		$1.92M Hold
20,000
– – 0.58% 53
2014
Q3 		$1.89M Hold
20,000
– – 0.56% 53
2014
Q2 		$1.75M Hold
20,000
– – 0.5% 57
2014
Q1 		$1.59M Hold
20,000
– – 0.87% 38
2013
Q4 		$1.57M Buy
+20,000
New +$1.46M 0.87% 39

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

Perigon Wealth Management's MCO Position: Q1 2026 in Review

Perigon Wealth Management reduced its Moody's (MCO) stake by 16% in Q1 2026, selling an estimated $4.25M and leaving 46,271 shares worth $20.2M. The position accounts for 0.37% of the portfolio, ranked #58.

Perigon Wealth Management first reported a position in MCO in Q4 2013 and has held it in 50 quarters since. The position peaked at $28.2M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Perigon Wealth Management held 46,271 shares of Moody's worth $20.2M as of Q1 2026.
  • Perigon Wealth Management sold 8,985 Moody's shares in Q1 2026, an estimated $4.25M.
  • Moody's made up 0.37% of Perigon Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Perigon Wealth Management first reported a position in Moody's in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's Moody's position peaked at $28.2M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.