Princeton Global Asset Management’s Moody's MCO Stock Holding History

Princeton Global Asset 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	–	Sell	-154	Closed	-$78.7K	–	851
2025 Q4	$78.7K	Hold	154	–	–	0.01%	295
2025 Q3	$73.4K	Hold	154	–	–	0.01%	281
2025 Q2	$77.2K	Hold	154	–	–	0.01%	261
2025 Q1	$71.7K	Hold	154	–	–	0.01%	255
2024 Q4	$72.9K	Hold	154	–	–	0.01%	273
2024 Q3	$73.1K	Hold	154	–	–	0.01%	270
2024 Q2	$64.8K	Hold	154	–	–	0.01%	255
2024 Q1	$60.5K	Hold	154	–	–	0.01%	240
2023 Q4	$60.1K	Hold	154	–	–	0.02%	237
2023 Q3	$48.7K	Hold	154	–	–	0.01%	253
2023 Q2	$53.5K	Hold	154	–	–	0.02%	254
2023 Q1	$47.1K	Hold	154	–	–	0.01%	268
2022 Q4	$43K	Sell	154 -1	-0.6%	-$274	0.01%	250
2022 Q3	$38K	Hold	155	–	–	0.01%	261
2022 Q2	$42K	Hold	155	–	–	0.01%	267
2022 Q1	$52K	Buy	+155	New	+$52.1K	0.01%	262
2020 Q3	–	Sell	-108	Closed	-$29K	–	496
2020 Q2	$29K	Hold	108	–	–	0.01%	303
2020 Q1	$23K	Hold	108	–	–	0.01%	293
2019 Q4	$26	Buy	+108	New	+$24K	0.01%	303

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

Princeton Global Asset Management's MCO Position: Q1 2026 in Review

Princeton Global Asset Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 154 shares — an estimated $78.7K sold.

Princeton Global Asset Management first reported a position in MCO in Q4 2019 and held it in 19 quarters. The position peaked at $78.7K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Princeton Global Asset Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Princeton Global Asset Management sold 154 Moody's shares in Q1 2026, an estimated $78.7K.
Princeton Global Asset Management first reported a position in Moody's in Q4 2019 and held it in 19 quarters.
Princeton Global Asset Management's Moody's position peaked at $78.7K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Princeton Global Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.