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Stamos Capital Partners’s Moody's MCO Stock Holding History

Stamos Capital Partners’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 		$1.4M Buy
3,201
+1,304
+69% +$617K 0.22% 105
2025
Q4 		$969K Buy
1,897
+590
+45% +$288K 0.16% 121
2025
Q3 		$623K Sell
1,307
-368
-22% -$186K 0.12% 120
2025
Q2 		$840K Buy
1,675
+382
+30% +$177K 0.15% 120
2025
Q1 		$602K Sell
1,293
-307
-19% -$148K 0.16% 118
2024
Q4 		$757K Buy
1,600
+1,080
+208% +$515K 0.18% 112
2024
Q3 		$247K Sell
520
-760
-59% -$352K 0.06% 127
2024
Q2 		$539K Buy
+1,280
New +$509K 0.11% 121

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

Stamos Capital Partners's MCO Position: Q1 2026 in Review

Stamos Capital Partners increased its Moody's (MCO) stake by 69% in Q1 2026, buying an estimated $617K and bringing the position to 3,201 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #105.

Stamos Capital Partners first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Stamos Capital Partners held 3,201 shares of Moody's worth $1.4M as of Q1 2026.
  • Stamos Capital Partners bought 1,304 Moody's shares in Q1 2026, an estimated $617K.
  • Moody's made up 0.22% of Stamos Capital Partners's portfolio in Q1 2026, its #105 holding.
  • Stamos Capital Partners first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.