PFS Partners’s Moody's MCO Stock Holding History

PFS Partners’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	$7.11K	Buy	16 +3	+23%	+$1.42K	﹤0.01%	398
2025 Q4	$6.77K	Hold	13	–	–	﹤0.01%	398
2025 Q3	$6.31K	Hold	13	–	–	﹤0.01%	400
2025 Q2	$6.63K	Hold	13	–	–	﹤0.01%	363
2025 Q1	$6.14K	Hold	13	–	–	﹤0.01%	327
2024 Q4	$6.23K	Hold	13	–	–	﹤0.01%	333
2024 Q3	$6.23K	Hold	13	–	–	﹤0.01%	328
2024 Q2	$5.52K	Hold	13	–	–	﹤0.01%	327
2024 Q1	$5.14K	Hold	13	–	–	﹤0.01%	344
2023 Q4	$5.1K	Hold	13	–	–	﹤0.01%	341
2023 Q3	$4.12K	Hold	13	–	–	﹤0.01%	358
2023 Q2	$4.52K	Buy	+13	New	+$4.12K	﹤0.01%	367

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

PFS Partners's MCO Position: Q1 2026 in Review

PFS Partners increased its Moody's (MCO) stake by 23% in Q1 2026, buying an estimated $1.42K and bringing the position to 16 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

PFS Partners first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

PFS Partners held 16 shares of Moody's worth $7.11K as of Q1 2026.
PFS Partners bought 3 Moody's shares in Q1 2026, an estimated $1.42K.
Moody's made up ﹤0.01% of PFS Partners's portfolio in Q1 2026, its #398 holding.
PFS Partners first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.