RM Financial Services’s Moody's MCO Stock Holding History

RM Financial Services’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	-400	Closed	-$204K	–	77
2025 Q4	$204K	Buy	+400	New	+$195K	0.18%	74

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

RM Financial Services's MCO Position: Q1 2026 in Review

RM Financial Services sold out of Moody's (MCO) in Q1 2026, closing a stake of 400 shares — an estimated $204K sold.

RM Financial Services first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

RM Financial Services reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
RM Financial Services sold 400 Moody's shares in Q1 2026, an estimated $204K.
RM Financial Services first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
RM Financial Services's Moody's position peaked at $204K in Q4 2025.
1,383 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on RM Financial Services's 13F filing for Q1 2026, filed 14 May 2026.