Secure Asset Management’s Moody's MCO Stock Holding History

Secure Asset Management’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	-394	Closed	-$201K	–	356
2025 Q4	$201K	Buy	+394	New	+$192K	0.03%	331

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

Secure Asset Management's MCO Position: Q1 2026 in Review

Secure Asset Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 394 shares — an estimated $201K sold.

Secure Asset Management first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Secure Asset Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 394 Moody's shares in Q1 2026, an estimated $201K.
Secure Asset Management first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
Secure Asset Management's Moody's position peaked at $201K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.