SimplyRich’s Moody's MCO Stock Holding History

SimplyRich’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	-400	Closed	-$204K	–	236
2025 Q4	$204K	Buy	+400	New	+$195K	0.05%	196
2025 Q3	–	Sell	-400	Closed	-$200K	–	205
2025 Q2	$200K	Buy	+400	New	+$185K	0.06%	214

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

SimplyRich's MCO Position: Q1 2026 in Review

SimplyRich sold out of Moody's (MCO) in Q1 2026, closing a stake of 400 shares — an estimated $204K sold.

SimplyRich first reported a position in MCO in Q2 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

SimplyRich reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
SimplyRich sold 400 Moody's shares in Q1 2026, an estimated $204K.
SimplyRich first reported a position in Moody's in Q2 2025 and held it in 2 quarters.
SimplyRich's Moody's position peaked at $204K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.