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Sage Mountain Advisors’s Moody's MCO Stock Holding History

Sage Mountain Advisors’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
-488
Closed -$249K – 456
2025
Q4 		$249K Buy
+488
New +$238K 0.01% 434
2025
Q3 		– Sell
-548
Closed -$275K – 562
2025
Q2 		$275K Sell
548
-37
-6% -$17.1K 0.02% 349
2025
Q1 		$272K Sell
585
-21
-3% -$10.1K 0.02% 321
2024
Q4 		$287K Sell
606
-73
-11% -$34.8K 0.02% 301
2024
Q3 		$322K Sell
679
-25
-4% -$11.6K 0.03% 276
2024
Q2 		$296K Buy
+704
New +$280K 0.03% 254
2022
Q1 		– Sell
-688
Closed -$269K – 670
2021
Q4 		$269K Hold
688
– – 0.03% 463
2021
Q3 		$244K Buy
+688
New +$259K 0.04% 399

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

Sage Mountain Advisors's MCO Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 488 shares — an estimated $249K sold.

Sage Mountain Advisors first reported a position in MCO in Q3 2021 and held it in 8 quarters. The position peaked at $322K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 488 Moody's shares in Q1 2026, an estimated $249K.
  • Sage Mountain Advisors first reported a position in Moody's in Q3 2021 and held it in 8 quarters.
  • Sage Mountain Advisors's Moody's position peaked at $322K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.