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Smart Money Group’s Moody's MCO Stock Holding History

Smart Money 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 		$1.01M Sell
2,318
-18
-0.8% -$8.52K 0.29% 50
2025
Q4 		$1.19M Buy
2,336
+10
+0.4% +$4.88K 0.35% 35
2025
Q3 		$1.11M Buy
2,326
+74
+3% +$37.3K 0.33% 41
2025
Q2 		$1.13M Buy
2,252
+246
+12% +$114K 0.35% 32
2025
Q1 		$934K Buy
2,006
+479
+31% +$231K 0.32% 40
2024
Q4 		$723K Buy
1,527
+42
+3% +$20K 0.25% 62
2024
Q3 		$674K Buy
1,485
+102
+7% +$47.3K 0.24% 62
2024
Q2 		$632K Buy
1,383
+165
+14% +$65.6K 0.23% 60
2024
Q1 		$451K Buy
1,218
+451
+59% +$174K 0.18% 69
2023
Q4 		$300K Buy
+767
New +$267K 0.13% 69

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

Smart Money Group's MCO Position: Q1 2026 in Review

Smart Money Group reduced its Moody's (MCO) stake by 0.77% in Q1 2026, selling an estimated $8.52K and leaving 2,318 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #50.

Smart Money Group first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Smart Money Group held 2,318 shares of Moody's worth $1.01M as of Q1 2026.
  • Smart Money Group sold 18 Moody's shares in Q1 2026, an estimated $8.52K.
  • Moody's made up 0.29% of Smart Money Group's portfolio in Q1 2026, its #50 holding.
  • Smart Money Group first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
  • Smart Money Group's Moody's position peaked at $1.19M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.