Shelter Rock Management’s Moody's MCO Stock Holding History

Shelter Rock 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	-1,261	Closed	-$645K	–	42
2025 Q4	$645K	Buy	+1,261	New	+$615K	0.65%	23

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Shelter Rock Management's MCO Position: Q1 2026 in Review

Shelter Rock Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 1,261 shares — an estimated $645K sold.

Shelter Rock Management first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $645K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Shelter Rock Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Shelter Rock Management sold 1,261 Moody's shares in Q1 2026, an estimated $645K.
Shelter Rock Management first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
Shelter Rock Management's Moody's position peaked at $645K in Q4 2025.
1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Shelter Rock Management's 13F filing for Q1 2026, filed 10 Apr 2026.