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SmartHarvest Portfolios’s Moody's MCO Stock Holding History

SmartHarvest Portfolios’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 		$227K Sell
521
-128
-20% -$60.5K 0.09% 272
2025
Q4 		$332K Buy
+649
New +$317K 0.12% 192

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

SmartHarvest Portfolios's MCO Position: Q1 2026 in Review

SmartHarvest Portfolios reduced its Moody's (MCO) stake by 20% in Q1 2026, selling an estimated $60.5K and leaving 521 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #272.

SmartHarvest Portfolios first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $332K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • SmartHarvest Portfolios held 521 shares of Moody's worth $227K as of Q1 2026.
  • SmartHarvest Portfolios sold 128 Moody's shares in Q1 2026, an estimated $60.5K.
  • Moody's made up 0.09% of SmartHarvest Portfolios's portfolio in Q1 2026, its #272 holding.
  • SmartHarvest Portfolios first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • SmartHarvest Portfolios's Moody's position peaked at $332K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on SmartHarvest Portfolios's 13F filing for Q1 2026, filed 21 Apr 2026.