Red Wave Investments’s Moody's MCO Stock Holding History

Red Wave Investments’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	-412	Closed	-$210K	–	119
2025 Q4	$210K	Buy	+412	New	+$201K	0.06%	108
2025 Q3	–	Sell	-412	Closed	-$207K	–	111
2025 Q2	$207K	Buy	+412	New	+$191K	0.07%	105
2022 Q4	–	Sell	-890	Closed	-$216K	–	97
2022 Q3	$216K	Buy	890 +10	+1%	+$2.9K	0.09%	84
2022 Q2	$239K	Sell	880 -23	-3%	-$6.88K	0.1%	86
2022 Q1	$305K	Buy	903 +261	+41%	+$87.8K	0.11%	80
2021 Q4	$251K	Buy	642 +30	+5%	+$11.6K	0.09%	87
2021 Q3	$217K	Hold	612	–	–	0.08%	89
2021 Q2	$222K	Buy	+612	New	+$204K	0.08%	84

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

Red Wave Investments's MCO Position: Q1 2026 in Review

Red Wave Investments sold out of Moody's (MCO) in Q1 2026, closing a stake of 412 shares — an estimated $210K sold.

Red Wave Investments first reported a position in MCO in Q2 2021 and held it in 8 quarters. The position peaked at $305K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Red Wave Investments reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Red Wave Investments sold 412 Moody's shares in Q1 2026, an estimated $210K.
Red Wave Investments first reported a position in Moody's in Q2 2021 and held it in 8 quarters.
Red Wave Investments's Moody's position peaked at $305K in Q1 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.