Stephens Inc’s Moody's MCO Stock Holding History

Stephens Inc’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	-712	Closed	-$364K	–	1361
2025 Q4	$364K	Buy	712 +127	+22%	+$62K	﹤0.01%	965
2025 Q3	$279K	Sell	585 -82	-12%	-$41.3K	﹤0.01%	1076
2025 Q2	$335K	Buy	+667	New	+$309K	﹤0.01%	974

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Stephens Inc's MCO Position: Q1 2026 in Review

Stephens Inc sold out of Moody's (MCO) in Q1 2026, closing a stake of 712 shares — an estimated $364K sold.

Stephens Inc first reported a position in MCO in Q2 2025 and held it in 3 quarters. The position peaked at $364K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Stephens Inc reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Stephens Inc sold 712 Moody's shares in Q1 2026, an estimated $364K.
Stephens Inc first reported a position in Moody's in Q2 2025 and held it in 3 quarters.
Stephens Inc's Moody's position peaked at $364K in Q4 2025.
1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.