Stokes Family Office’s Moody's MCO Stock Holding History

Stokes Family Office’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	-617	Closed	-$315K	–	302
2025 Q4	$315K	Buy	+617	New	+$301K	0.03%	244
2023 Q4	–	Sell	-1,088	Closed	-$344K	–	287
2023 Q3	$344K	Buy	1,088 +14	+1%	+$4.76K	0.04%	225
2023 Q2	$373K	Sell	1,074 -17	-2%	-$5.39K	0.04%	213
2023 Q1	$334K	Buy	1,091 +279	+34%	+$84.3K	0.04%	210
2022 Q4	$226K	Buy	+812	New	+$222K	0.03%	248
2022 Q2	–	Sell	-804	Closed	-$271K	–	284
2022 Q1	$271K	Buy	+804	New	+$270K	0.04%	220

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

Stokes Family Office's MCO Position: Q1 2026 in Review

Stokes Family Office sold out of Moody's (MCO) in Q1 2026, closing a stake of 617 shares — an estimated $315K sold.

Stokes Family Office first reported a position in MCO in Q1 2022 and held it in 6 quarters. The position peaked at $373K in Q2 2023. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Stokes Family Office reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 617 Moody's shares in Q1 2026, an estimated $315K.
Stokes Family Office first reported a position in Moody's in Q1 2022 and held it in 6 quarters.
Stokes Family Office's Moody's position peaked at $373K in Q2 2023.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.