Steigerwald Gordon & Koch’s Moody's MCO Stock Holding History

Steigerwald Gordon & Koch’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	-21	Closed	-$10.7K	–	845
2025 Q4	$10.7K	Buy	+21	New	+$10.2K	﹤0.01%	557

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

Steigerwald Gordon & Koch's MCO Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Moody's (MCO) in Q1 2026, closing a stake of 21 shares — an estimated $10.7K sold.

Steigerwald Gordon & Koch first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $10.7K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Steigerwald Gordon & Koch reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Steigerwald Gordon & Koch sold 21 Moody's shares in Q1 2026, an estimated $10.7K.
Steigerwald Gordon & Koch first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
Steigerwald Gordon & Koch's Moody's position peaked at $10.7K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.