Rehmann Capital Advisory Group’s Moody's MCO Stock Holding History

Rehmann Capital Advisory 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	$2.22M	Sell	5,086 -2	-0%	-$946	0.12%	133
2025 Q4	$2.6M	Sell	5,088 -76	-1%	-$37.1K	0.14%	112
2025 Q3	$2.44M	Sell	5,164 -2,476	-32%	-$1.25M	0.13%	115
2025 Q2	$3.83M	Sell	7,640 -118	-2%	-$54.7K	0.23%	78
2025 Q1	$3.61M	Sell	7,758 -7	-0.1%	-$3.37K	0.23%	85
2024 Q4	$3.68M	Sell	7,765 -34	-0.4%	-$16.2K	0.23%	83
2024 Q3	$3.7M	Buy	7,799 +11	+0.1%	+$5.1K	0.24%	83
2024 Q2	$3.28M	Buy	7,788 +41	+0.5%	+$16.3K	0.23%	83
2024 Q1	$3.04M	Sell	7,747 -19	-0.2%	-$7.33K	0.23%	83
2023 Q4	$3.03M	Sell	7,766 -2	-0%	-$695	0.25%	76
2023 Q3	$2.46M	Sell	7,768 -22	-0.3%	-$7.48K	0.23%	81
2023 Q2	$2.71M	Hold	7,790	–	–	0.24%	79
2023 Q1	$2.38M	Sell	7,790 -25	-0.3%	-$7.55K	0.22%	96
2022 Q4	$2.18M	Sell	7,815 -181	-2%	-$49.5K	0.22%	95
2022 Q3	$1.94M	Sell	7,996 -119	-1%	-$34.6K	0.22%	91
2022 Q2	$2.21M	Sell	8,115 -2	-0%	-$598	0.24%	84
2022 Q1	$2.74M	Sell	8,117 -1	-0%	-$336	0.26%	77
2021 Q4	$3.17M	Sell	8,118 -47	-0.6%	-$18.1K	0.29%	64
2021 Q3	$2.9M	Sell	8,165 -3	-0%	-$1.13K	0.27%	66
2021 Q2	$2.96M	Sell	8,168 -641	-7%	-$213K	0.29%	65
2021 Q1	$2.63M	Sell	8,809 -4	-0%	-$1.13K	0.27%	66
2020 Q4	$2.56M	Sell	8,813 -14	-0.2%	-$3.92K	0.29%	66
2020 Q3	$2.56M	Sell	8,827 -18	-0.2%	-$5.14K	0.32%	61
2020 Q2	$2.43M	Sell	8,845 -194	-2%	-$49.3K	0.33%	57
2020 Q1	$1.91M	Buy	+9,039	New	+$2.2M	0.31%	55
2019 Q3	$1.89M	Buy	9,231 +1	+0%	+$210	0.23%	48
2019 Q2	$1.8M	Hold	9,230	–	–	0.22%	75
2019 Q1	$1.67M	Sell	9,230 -69	-0.7%	-$11.3K	0.23%	72
2018 Q4	$1.3M	Hold	9,299	–	–	0.2%	59
2018 Q3	$1.55M	Sell	9,299 -77	-0.8%	-$13.5K	0.21%	83
2018 Q2	$1.6M	Buy	9,376 +7,684	+454%	+$1.3M	0.23%	79
2018 Q1	$273K	Sell	1,692 -100	-6%	-$16.2K	0.04%	297
2017 Q4	$265K	Hold	1,792	–	–	0.04%	305
2017 Q3	$249K	Sell	1,792 -4	-0.2%	-$526	0.04%	308
2017 Q2	$219K	Sell	1,796 -11	-0.6%	-$1.29K	0.04%	329
2017 Q1	$202K	Buy	+1,807	New	+$194K	0.03%	376
2016 Q4	–	Sell	-2,069	Closed	-$224K	–	393
2016 Q3	$224K	Sell	2,069 -174	-8%	-$18.3K	0.04%	320
2016 Q2	$210K	Buy	2,243 +3	+0.1%	+$290	0.04%	342
2016 Q1	$216K	Sell	2,240 -11	-0.5%	-$989	0.04%	315
2015 Q4	$226K	Sell	2,251 -42	-2%	-$4.21K	0.05%	299
2015 Q3	$225K	Sell	2,293 -56	-2%	-$5.96K	0.05%	282
2015 Q2	$254K	Sell	2,349 -91	-4%	-$9.8K	0.06%	268
2015 Q1	$253K	Sell	2,440 -221	-8%	-$21.4K	0.06%	271
2014 Q4	$255K	Buy	+2,661	New	+$258K	0.06%	264

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

Rehmann Capital Advisory Group's MCO Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Moody's (MCO) stake by 0.04% in Q1 2026, selling an estimated $946 and leaving 5,086 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #133.

Rehmann Capital Advisory Group first reported a position in MCO in Q4 2014 and has held it in 44 quarters since. The position peaked at $3.83M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Rehmann Capital Advisory Group held 5,086 shares of Moody's worth $2.22M as of Q1 2026.
Rehmann Capital Advisory Group sold 2 Moody's shares in Q1 2026, an estimated $946.
Moody's made up 0.12% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #133 holding.
Rehmann Capital Advisory Group first reported a position in Moody's in Q4 2014 and has held it in 44 quarters since.
Rehmann Capital Advisory Group's Moody's position peaked at $3.83M in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.