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Pinnacle Associates’s Moody's MCO Stock Holding History

Pinnacle Associates’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 		$373K Buy
856
+32
+4% +$15.1K ﹤0.01% 726
2025
Q4 		$421K Sell
824
-14
-2% -$6.83K 0.01% 697
2025
Q3 		$399K Sell
838
-107
-11% -$53.9K 0.01% 687
2025
Q2 		$474K Buy
945
+66
+8% +$30.6K 0.01% 639
2025
Q1 		$409K Buy
879
+1
+0.1% +$482 0.01% 655
2024
Q4 		$416K Buy
878
+105
+14% +$50.1K 0.01% 643
2024
Q3 		$302K Sell
773
-153
-17% -$70.9K 0.01% 674
2024
Q2 		$390K Buy
926
+122
+15% +$48.5K 0.01% 639
2024
Q1 		$316K Buy
804
+31
+4% +$12K 0.01% 690
2023
Q4 		$302K Buy
773
+6
+0.8% +$2.08K 0.01% 684
2023
Q3 		$243K Buy
767
+16
+2% +$5.44K ﹤0.01% 716
2023
Q2 		$261K Sell
751
-50
-6% -$15.9K ﹤0.01% 714
2023
Q1 		$245K Buy
+801
New +$242K 0.01% 675
2015
Q3 		– Sell
-1,869
Closed -$202K – 664
2015
Q2 		$202K Sell
1,869
-2,166
-54% -$233K ﹤0.01% 616
2015
Q1 		$419K Buy
4,035
+1,250
+45% +$121K 0.01% 487
2014
Q4 		$267K Buy
2,785
+100
+4% +$9.7K 0.01% 554
2014
Q3 		$254K Buy
2,685
+325
+14% +$29.8K 0.01% 561
2014
Q2 		$207K Buy
+2,360
New +$194K ﹤0.01% 570

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

Pinnacle Associates's MCO Position: Q1 2026 in Review

Pinnacle Associates increased its Moody's (MCO) stake by 3.9% in Q1 2026, buying an estimated $15.1K and bringing the position to 856 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Pinnacle Associates first reported a position in MCO in Q2 2014 and has held it in 18 quarters since. The position peaked at $474K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Pinnacle Associates held 856 shares of Moody's worth $373K as of Q1 2026.
  • Pinnacle Associates bought 32 Moody's shares in Q1 2026, an estimated $15.1K.
  • Moody's made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #726 holding.
  • Pinnacle Associates first reported a position in Moody's in Q2 2014 and has held it in 18 quarters since.
  • Pinnacle Associates's Moody's position peaked at $474K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.