Systematic Alpha Investments’s Moody's MCO Stock Holding History

Systematic Alpha 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	–	Sell	-416	Closed	-$213K	–	237
2025 Q4	$213K	Buy	+416	New	+$203K	0.01%	215
2025 Q3	–	Sell	-416	Closed	-$209K	–	237
2025 Q2	$209K	Buy	+416	New	+$193K	0.01%	220
2024 Q1	–	Sell	-416	Closed	-$162K	–	251
2023 Q4	$162K	Hold	416	–	–	0.01%	227
2023 Q3	$132K	Buy	+416	New	+$142K	0.01%	233
2021 Q4	–	Sell	-416	Closed	-$168K	–	381
2021 Q3	$168K	Buy	+416	New	+$157K	0.01%	245

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

Systematic Alpha Investments's MCO Position: Q1 2026 in Review

Systematic Alpha Investments sold out of Moody's (MCO) in Q1 2026, closing a stake of 416 shares — an estimated $213K sold.

Systematic Alpha Investments first reported a position in MCO in Q3 2021 and held it in 5 quarters. The position peaked at $213K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Systematic Alpha Investments reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Systematic Alpha Investments sold 416 Moody's shares in Q1 2026, an estimated $213K.
Systematic Alpha Investments first reported a position in Moody's in Q3 2021 and held it in 5 quarters.
Systematic Alpha Investments's Moody's position peaked at $213K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.