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Plato Investment Management’s Moody's MCO Stock Holding History

Plato Investment 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 		$1.87M Buy
4,281
+1,389
+48% +$657K 0.13% 173
2025
Q4 		$1.48M Hold
2,892
– – 0.1% 208
2025
Q3 		$1.37M Hold
2,892
– – 0.09% 222
2025
Q2 		$1.45M Buy
2,892
+1,312
+83% +$608K 0.11% 198
2025
Q1 		$744K Buy
1,580
+367
+30% +$177K 0.06% 282
2024
Q4 		$576K Buy
1,213
+646
+114% +$308K 0.04% 323
2024
Q3 		$269K Hold
567
– – 0.02% 361
2024
Q2 		$239K Hold
567
– – 0.02% 325
2024
Q1 		$223K Buy
567
+556
+5,055% +$214K 0.02% 315
2023
Q4 		$4.3K Buy
+11
New +$3.82K 0.01% 388

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

Plato Investment Management's MCO Position: Q1 2026 in Review

Plato Investment Management increased its Moody's (MCO) stake by 48% in Q1 2026, buying an estimated $657K and bringing the position to 4,281 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #173.

Plato Investment Management first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Plato Investment Management held 4,281 shares of Moody's worth $1.87M as of Q1 2026.
  • Plato Investment Management bought 1,389 Moody's shares in Q1 2026, an estimated $657K.
  • Moody's made up 0.13% of Plato Investment Management's portfolio in Q1 2026, its #173 holding.
  • Plato Investment Management first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.