Sand Hill Global Advisors’s Moody's MCO Stock Holding History

Sand Hill Global 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	$205K	Buy	471 +63	+15%	+$29.8K	0.01%	199
2025 Q4	$208K	Buy	+408	New	+$199K	0.01%	195
2025 Q3	–	Sell	-403	Closed	-$202K	–	206
2025 Q2	$202K	Buy	+403	New	+$187K	0.01%	196
2022 Q3	–	Sell	-769	Closed	-$209K	–	160
2022 Q2	$209K	Buy	769 +25	+3%	+$7.48K	0.01%	152
2022 Q1	$251K	Sell	744 -59	-7%	-$19.8K	0.01%	140
2021 Q4	$314K	Buy	803 +69	+9%	+$26.6K	0.02%	129
2021 Q3	$261K	Sell	734 -130	-15%	-$49K	0.02%	136
2021 Q2	$313K	Buy	864 +54	+7%	+$18K	0.02%	124
2021 Q1	$242K	Sell	810 -55	-6%	-$15.5K	0.02%	123
2020 Q4	$251K	Sell	865 -24	-3%	-$6.71K	0.02%	126
2020 Q3	$258K	Sell	889 -38	-4%	-$10.8K	0.02%	114
2020 Q2	$255K	Buy	+927	New	+$236K	0.02%	111
2020 Q1	–	Sell	-899	Closed	-$213K	–	132
2019 Q4	$213K	Buy	+899	New	+$200K	0.02%	131

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

Sand Hill Global Advisors's MCO Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Moody's (MCO) stake by 15% in Q1 2026, buying an estimated $29.8K and bringing the position to 471 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #199.

Sand Hill Global Advisors first reported a position in MCO in Q4 2019 and has held it in 13 quarters since. The position peaked at $314K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Sand Hill Global Advisors held 471 shares of Moody's worth $205K as of Q1 2026.
Sand Hill Global Advisors bought 63 Moody's shares in Q1 2026, an estimated $29.8K.
Moody's made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #199 holding.
Sand Hill Global Advisors first reported a position in Moody's in Q4 2019 and has held it in 13 quarters since.
Sand Hill Global Advisors's Moody's position peaked at $314K in Q4 2021.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.