Strategic Global Advisors’s Moody's MCO Stock Holding History

Strategic Global Advisors’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	$7.93M	Sell	18,175 -450	-2%	-$213K	1.27%	21
2025 Q4	$9.51M	Buy	18,625 +4,100	+28%	+$2M	1.47%	17
2025 Q3	$6.92M	Sell	14,525 -250	-2%	-$126K	1.05%	29
2025 Q2	$7.41M	Buy	14,775 +914	+7%	+$423K	1.21%	21
2025 Q1	$6.45M	Buy	+13,861	New	+$6.68M	1.28%	22
2022 Q2	–	Sell	-12,688	Closed	-$4.28M	–	156
2022 Q1	$4.28M	Buy	12,688 +603	+5%	+$203K	0.63%	56
2021 Q4	$4.72M	Buy	12,085 +986	+9%	+$380K	0.61%	57
2021 Q3	$3.94M	Buy	11,099 +2,596	+31%	+$978K	0.58%	56
2021 Q2	$3.08M	Sell	8,503 -818	-9%	-$272K	0.56%	56
2021 Q1	$2.78M	Buy	9,321 +78	+0.8%	+$22K	0.5%	77
2020 Q4	$2.68M	Buy	9,243 +332	+4%	+$92.9K	0.47%	70
2020 Q3	$2.58M	Buy	+8,911	New	+$2.54M	0.49%	66

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

Strategic Global Advisors's MCO Position: Q1 2026 in Review

Strategic Global Advisors reduced its Moody's (MCO) stake by 2.4% in Q1 2026, selling an estimated $213K and leaving 18,175 shares worth $7.93M. The position accounts for 1.27% of the portfolio, ranked #21.

Strategic Global Advisors first reported a position in MCO in Q3 2020 and has held it in 12 quarters since. The position peaked at $9.51M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Strategic Global Advisors held 18,175 shares of Moody's worth $7.93M as of Q1 2026.
Strategic Global Advisors sold 450 Moody's shares in Q1 2026, an estimated $213K.
Moody's made up 1.27% of Strategic Global Advisors's portfolio in Q1 2026, its #21 holding.
Strategic Global Advisors first reported a position in Moody's in Q3 2020 and has held it in 12 quarters since.
Strategic Global Advisors's Moody's position peaked at $9.51M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.