Susquehanna Fundamental Investments’s Moody's MCO Stock Holding History

Susquehanna Fundamental Investments’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	$56.5M	Buy	129,606 +116,988	+927%	+$55.3M	2.12%	6
2025 Q4	$6.45M	Buy	+12,618	New	+$6.16M	0.22%	119
2025 Q2	–	Sell	-31,051	Closed	-$14.5M	–	893
2025 Q1	$14.5M	Buy	31,051 +11,220	+57%	+$5.41M	0.2%	119
2024 Q4	$9.39M	Buy	+19,831	New	+$9.46M	0.13%	202
2024 Q2	$6.82M	Buy	16,210 +1,708	+12%	+$680K	0.16%	174
2024 Q1	$5.7M	Buy	+14,502	New	+$5.59M	0.27%	90
2022 Q1	$21.9M	Buy	64,934 +30,028	+86%	+$10.1M	0.43%	27
2021 Q4	$13.6M	Sell	34,906 -19,196	-35%	-$7.4M	0.36%	57
2021 Q3	$19.2M	Sell	54,102 -44,176	-45%	-$16.6M	0.35%	37
2021 Q2	$35.6M	Sell	98,278 -7,280	-7%	-$2.42M	0.65%	8
2021 Q1	$31.5M	Buy	105,558 +32,906	+45%	+$9.27M	0.54%	8
2020 Q4	$21.1M	Buy	72,652 +19,196	+36%	+$5.37M	0.38%	25
2020 Q3	$15.5M	Buy	53,456 +32,476	+155%	+$9.27M	0.46%	15
2020 Q2	$5.76M	Buy	+20,980	New	+$5.33M	0.28%	66
2018 Q2	–	Sell	-17,700	Closed	-$2.85M	–	441
2018 Q1	$2.85M	Buy	+17,700	New	+$2.87M	0.34%	103

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $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

Susquehanna Fundamental Investments's MCO Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its Moody's (MCO) stake by 927% in Q1 2026, buying an estimated $55.3M and bringing the position to 129,606 shares worth $56.5M. The position accounts for 2.12% of the portfolio, ranked #6.

Susquehanna Fundamental Investments first reported a position in MCO in Q1 2018 and has held it in 15 quarters since. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Susquehanna Fundamental Investments held 129,606 shares of Moody's worth $56.5M as of Q1 2026.
Susquehanna Fundamental Investments bought 116,988 Moody's shares in Q1 2026, an estimated $55.3M.
Moody's made up 2.12% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #6 holding.
Susquehanna Fundamental Investments first reported a position in Moody's in Q1 2018 and has held it in 15 quarters since.
1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.