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Shelton Capital Management’s Moody's MCO Stock Holding History

Shelton Capital 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 		$366K Hold
838
– – 0.01% 450
2025
Q4 		$428K Hold
838
– – 0.01% 389
2025
Q3 		$399K Sell
838
-22
-3% -$11.1K 0.01% 421
2025
Q2 		$431K Sell
860
-20
-2% -$9.26K 0.01% 376
2025
Q1 		$410K Sell
880
-21
-2% -$10.1K 0.01% 375
2024
Q4 		$427K Hold
901
– – 0.01% 387
2024
Q3 		$428K Sell
901
-30
-3% -$13.9K 0.01% 381
2024
Q2 		$392K Hold
931
– – 0.01% 388
2024
Q1 		$366K Hold
931
– – 0.01% 444
2023
Q4 		$364K Sell
931
-82
-8% -$28.5K 0.01% 414
2023
Q3 		$320K Hold
1,013
– – 0.01% 439
2023
Q2 		$352K Sell
1,013
-7
-0.7% -$2.22K 0.01% 420
2023
Q1 		$312K Buy
1,020
+7
+0.7% +$2.12K 0.01% 452
2022
Q4 		$282K Hold
1,013
– – 0.03% 468
2022
Q3 		$246K Sell
1,013
-41
-4% -$11.9K 0.01% 534
2022
Q2 		$287K Hold
1,054
– – 0.01% 492
2022
Q1 		$356K Hold
1,054
– – 0.01% 477
2021
Q4 		$412K Hold
1,054
– – 0.01% 426
2021
Q3 		$374K Hold
1,054
– – 0.01% 456
2021
Q2 		$382K Hold
1,054
– – 0.01% 464
2021
Q1 		$315K Sell
1,054
-44
-4% -$12.4K 0.01% 536
2020
Q4 		$319K Hold
1,098
– – 0.01% 473
2020
Q3 		$318K Sell
1,098
-51
-4% -$14.6K 0.01% 533
2020
Q2 		$316K Hold
1,149
– – 0.02% 426
2020
Q1 		$243K Hold
1,149
– – 0.02% 469
2019
Q4 		$273K Sell
1,149
-144
-11% -$32K 0.02% 577
2019
Q3 		$265K Sell
1,293
-205
-14% -$43K 0.02% 589
2019
Q2 		$293K Buy
1,498
+1,227
+453% +$233K 0.02% 546
2019
Q1 		$1.5K Sell
271
-1,227
-82% -$202K 0.01% 809
2018
Q4 		$210K Hold
1,498
– – 0.01% 677
2018
Q3 		$250K Sell
1,498
-92
-6% -$16.2K 0.01% 718
2018
Q2 		$271K Sell
1,590
-900
-36% -$152K 0.02% 632
2018
Q1 		$402K Hold
2,490
– – 0.03% 424
2017
Q4 		$368K Hold
2,490
– – 0.02% 491
2017
Q3 		$347K Hold
2,490
– – 0.02% 496
2017
Q2 		$303K Hold
2,490
– – 0.02% 566
2017
Q1 		$279K Sell
2,490
-8,400
-77% -$901K 0.02% 612
2016
Q4 		$1.03M Hold
10,890
– – 0.08% 232
2016
Q3 		$1.18M Sell
10,890
-7,200
-40% -$757K 0.1% 188
2016
Q2 		$1.7M Sell
18,090
-1,600
-8% -$155K 0.15% 128
2016
Q1 		$1.9M Buy
19,690
+4,100
+26% +$368K 0.17% 115
2015
Q4 		$1.56M Hold
15,590
– – 0.15% 130
2015
Q3 		$1.53M Buy
15,590
+100
+0.6% +$10.6K 0.17% 127
2015
Q2 		$1.67M Hold
15,490
– – 0.17% 116
2015
Q1 		$1.61M Hold
15,490
– – 0.17% 126
2014
Q4 		$1.48M Hold
15,490
– – 0.17% 120
2014
Q3 		$1.46M Hold
15,490
– – 0.2% 103
2014
Q2 		$1.36M Hold
15,490
– – 0.19% 105
2014
Q1 		$1.23M Hold
15,490
– – 0.18% 110
2013
Q4 		$1.22M Sell
15,490
-200
-1% -$14.6K 0.18% 111
2013
Q3 		$1.1M Sell
15,690
-200
-1% -$13.1K 0.18% 110
2013
Q2 		$968K Buy
+15,890
New +$964K 0.18% 115

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

Shelton Capital Management's MCO Position: Q1 2026 in Review

Shelton Capital Management held its Moody's (MCO) position steady in Q1 2026 at 838 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #450.

Shelton Capital Management first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.9M in Q1 2016. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Shelton Capital Management held 838 shares of Moody's worth $366K as of Q1 2026.
  • Shelton Capital Management left its Moody's share count unchanged in Q1 2026.
  • Moody's made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #450 holding.
  • Shelton Capital Management first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Moody's position peaked at $1.9M in Q1 2016.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.