Select Equity Group’s Moody's MCO Stock Holding History

Select Equity Group’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	$21.6M	Sell	49,558 -1,709	-3%	-$808K	0.11%	104
2025 Q4	$26.2M	Sell	51,267 -1,133	-2%	-$553K	0.11%	108
2025 Q3	$25M	Sell	52,400 -1,174	-2%	-$592K	0.1%	100
2025 Q2	$26.9M	Buy	53,574 +10,457	+24%	+$4.84M	0.11%	89
2025 Q1	$20.1M	Sell	43,117 -5,728	-12%	-$2.76M	0.09%	98
2024 Q4	$23.1M	Sell	48,845 -15,595	-24%	-$7.44M	0.09%	91
2024 Q3	$30.6M	Sell	64,440 -52,140	-45%	-$24.2M	0.11%	90
2024 Q2	$49.1M	Buy	+116,580	New	+$46.4M	0.19%	78
2023 Q1	–	Sell	-50,636	Closed	-$14.1M	–	182
2022 Q4	$14.1M	Sell	50,636 -7,958	-14%	-$2.18M	0.05%	105
2022 Q3	$14.2M	Sell	58,594 -142,398	-71%	-$41.4M	0.05%	113
2022 Q2	$54.7M	Buy	+200,992	New	+$60.1M	0.18%	84
2021 Q2	–	Sell	-11,618	Closed	-$3.47M	–	160
2021 Q1	$3.47M	Buy	11,618 +7,559	+186%	+$2.13M	0.01%	117
2020 Q4	$1.18M	Buy	4,059 +3,252	+403%	+$909K	﹤0.01%	101
2020 Q3	$234K	Sell	807 -114	-12%	-$32.5K	﹤0.01%	144
2020 Q2	$253K	Sell	921 -344,201	-100%	-$87.4M	﹤0.01%	142
2020 Q1	$73M	Buy	+345,122	New	+$83.9M	0.5%	50
2019 Q2	–	Sell	-28,739	Closed	-$5.2M	–	107
2019 Q1	$5.2M	Sell	28,739 -14,216	-33%	-$2.34M	0.04%	90
2018 Q4	$6.02M	Buy	42,955 +2,629	+7%	+$397K	0.05%	91
2018 Q3	$6.74M	Buy	+40,326	New	+$7.09M	0.05%	89
2018 Q2	–	Sell	-55,400	Closed	-$8.94M	–	98
2018 Q1	$8.94M	Sell	55,400 -23,904	-30%	-$3.87M	0.07%	80
2017 Q4	$11.7M	Sell	79,304 -168,882	-68%	-$24.7M	0.09%	80
2017 Q3	$34.5M	Sell	248,186 -442,587	-64%	-$58.2M	0.26%	63
2017 Q2	$84.1M	Buy	690,773 +295,423	+75%	+$34.6M	0.6%	45
2017 Q1	$44.3M	Buy	395,350 +171,382	+77%	+$18.4M	0.33%	62
2016 Q4	$21.1M	Buy	+223,968	New	+$22.6M	0.17%	78

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

Select Equity Group's MCO Position: Q1 2026 in Review

Select Equity Group reduced its Moody's (MCO) stake by 3.3% in Q1 2026, selling an estimated $808K and leaving 49,558 shares worth $21.6M. The position accounts for 0.11% of the portfolio, ranked #104.

Select Equity Group first reported a position in MCO in Q4 2016 and has held it in 25 quarters since. The position peaked at $84.1M in Q2 2017. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Select Equity Group held 49,558 shares of Moody's worth $21.6M as of Q1 2026.
Select Equity Group sold 1,709 Moody's shares in Q1 2026, an estimated $808K.
Moody's made up 0.11% of Select Equity Group's portfolio in Q1 2026, its #104 holding.
Select Equity Group first reported a position in Moody's in Q4 2016 and has held it in 25 quarters since.
Select Equity Group's Moody's position peaked at $84.1M in Q2 2017.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.