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Roundview Capital’s Moody's MCO Stock Holding History

Roundview Capital’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 		$5.6M Buy
12,847
+866
+7% +$410K 0.35% 68
2025
Q4 		$6.12M Buy
11,981
+277
+2% +$135K 0.38% 60
2025
Q3 		$5.58M Buy
11,704
+20
+0.2% +$10.1K 0.35% 68
2025
Q2 		$5.86M Buy
11,684
+795
+7% +$368K 0.39% 59
2025
Q1 		$5.07M Buy
10,889
+508
+5% +$245K 0.37% 67
2024
Q4 		$4.91M Buy
10,381
+256
+3% +$122K 0.34% 66
2024
Q3 		$4.81M Buy
10,125
+179
+2% +$83K 0.35% 73
2024
Q2 		$4.19M Buy
9,946
+1,970
+25% +$784K 0.33% 71
2024
Q1 		$3.13M Buy
7,976
+341
+4% +$131K 0.26% 86
2023
Q4 		$2.98M Sell
7,635
-173
-2% -$60.1K 0.27% 83
2023
Q3 		$2.47M Sell
7,808
-540
-6% -$184K 0.25% 96
2023
Q2 		$2.9M Buy
8,348
+2,056
+33% +$652K 0.28% 88
2023
Q1 		$1.93M Buy
6,292
+529
+9% +$160K 0.2% 123
2022
Q4 		$1.61M Buy
5,763
+67
+1% +$18.3K 0.18% 135
2022
Q3 		$1.39M Buy
5,696
+820
+17% +$238K 0.17% 133
2022
Q2 		$1.33M Buy
4,876
+769
+19% +$230K 0.16% 140
2022
Q1 		$1.39M Sell
4,107
-74
-2% -$24.9K 0.14% 149
2021
Q4 		$1.63M Buy
4,181
+37
+0.9% +$14.3K 0.16% 141
2021
Q3 		$1.47M Buy
4,144
+111
+3% +$41.8K 0.16% 141
2021
Q2 		$1.46M Buy
4,033
+611
+18% +$203K 0.16% 146
2021
Q1 		$1.02M Buy
3,422
+5
+0.1% +$1.41K 0.13% 164
2020
Q4 		$992K Buy
3,417
+2
+0.1% +$559 0.14% 151
2020
Q3 		$990K Sell
3,415
-4
-0.1% -$1.14K 0.16% 135
2020
Q2 		$939K Sell
3,419
-72
-2% -$18.3K 0.16% 138
2020
Q1 		$738K Buy
3,491
+927
+36% +$225K 0.16% 154
2019
Q4 		$609K Buy
2,564
+330
+15% +$73.3K 0.12% 169
2019
Q3 		$458K Hold
2,234
– – 0.1% 176
2019
Q2 		$436K Hold
2,234
– – 0.1% 177
2019
Q1 		$405K Hold
2,234
– – 0.1% 171
2018
Q4 		$313K Sell
2,234
-215
-9% -$32.4K 0.09% 170
2018
Q3 		$409K Hold
2,449
– – 0.1% 170
2018
Q2 		$418K Sell
2,449
-30
-1% -$5.08K 0.11% 175
2018
Q1 		$400K Sell
2,479
-30
-1% -$4.86K 0.11% 165
2017
Q4 		$370K Hold
2,509
– – 0.1% 181
2017
Q3 		$349K Sell
2,509
-100
-4% -$13.1K 0.1% 176
2017
Q2 		$317K Hold
2,609
– – 0.09% 184
2017
Q1 		$292K Hold
2,609
– – 0.09% 175
2016
Q4 		$246K Hold
2,609
– – 0.08% 185
2016
Q3 		$283K Hold
2,609
– – 0.1% 168
2016
Q2 		$244K Hold
2,609
– – 0.09% 163
2016
Q1 		$252K Sell
2,609
-200
-7% -$18K 0.09% 161
2015
Q4 		$282K Hold
2,809
– – 0.11% 145
2015
Q3 		$276K Buy
2,809
+30
+1% +$3.19K 0.12% 142
2015
Q2 		$300K Hold
2,779
– – 0.11% 131
2015
Q1 		$288K Hold
2,779
– – 0.11% 132
2014
Q4 		$266K Hold
2,779
– – 0.11% 131
2014
Q3 		$263K Hold
2,779
– – 0.12% 114
2014
Q2 		$244K Hold
2,779
– – 0.1% 139
2014
Q1 		$220K Hold
2,779
– – 0.11% 118
2013
Q4 		$218K Buy
+2,779
New +$203K 0.1% 123

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

Roundview Capital's MCO Position: Q1 2026 in Review

Roundview Capital increased its Moody's (MCO) stake by 7.2% in Q1 2026, buying an estimated $410K and bringing the position to 12,847 shares worth $5.6M. The position accounts for 0.35% of the portfolio, ranked #68.

Roundview Capital first reported a position in MCO in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.12M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Roundview Capital held 12,847 shares of Moody's worth $5.6M as of Q1 2026.
  • Roundview Capital bought 866 Moody's shares in Q1 2026, an estimated $410K.
  • Moody's made up 0.35% of Roundview Capital's portfolio in Q1 2026, its #68 holding.
  • Roundview Capital first reported a position in Moody's in Q4 2013 and has held it in 50 quarters since.
  • Roundview Capital's Moody's position peaked at $6.12M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.