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Prosperity Consulting Group’s Moody's MCO Stock Holding History

Prosperity Consulting Group’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 		$596K Sell
1,366
-9
-0.7% -$4.26K 0.03% 331
2025
Q4 		$702K Buy
1,375
+54
+4% +$26.3K 0.03% 303
2025
Q3 		$629K Buy
1,321
+31
+2% +$15.6K 0.03% 312
2025
Q2 		$647K Sell
1,290
-23
-2% -$10.7K 0.05% 279
2025
Q1 		$611K Buy
1,313
+9
+0.7% +$4.34K 0.05% 279
2024
Q4 		$617K Buy
1,304
+53
+4% +$25.3K 0.05% 281
2024
Q3 		$594K Sell
1,251
-67
-5% -$31.1K 0.05% 293
2024
Q2 		$555K Buy
1,318
+155
+13% +$61.7K 0.08% 180
2024
Q1 		$457K Buy
1,163
+264
+29% +$102K 0.06% 214
2023
Q4 		$351K Buy
899
+196
+28% +$68.1K 0.12% 143
2023
Q3 		$222K Buy
+703
New +$239K 0.1% 132

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

Prosperity Consulting Group's MCO Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Moody's (MCO) stake by 0.65% in Q1 2026, selling an estimated $4.26K and leaving 1,366 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #331.

Prosperity Consulting Group first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $702K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Prosperity Consulting Group held 1,366 shares of Moody's worth $596K as of Q1 2026.
  • Prosperity Consulting Group sold 9 Moody's shares in Q1 2026, an estimated $4.26K.
  • Moody's made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #331 holding.
  • Prosperity Consulting Group first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
  • Prosperity Consulting Group's Moody's position peaked at $702K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.