TFC Financial Management’s Moody's MCO Stock Holding History

TFC Financial Management’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	$77.2K	Hold	177	–	–	0.01%	228
2025 Q4	$90.4K	Hold	177	–	–	0.01%	219
2025 Q3	$84.3K	Hold	177	–	–	0.01%	218
2025 Q2	$88.8K	Hold	177	–	–	0.01%	212
2025 Q1	$82.4K	Sell	177 -39	-18%	-$18.8K	0.01%	210
2024 Q4	$102K	Sell	216 -15	-6%	-$7.16K	0.02%	185
2024 Q3	$110K	Hold	231	–	–	0.02%	183
2024 Q2	$97.2K	Hold	231	–	–	0.02%	177
2024 Q1	$90.8K	Buy	231 +1	+0.4%	+$386	0.02%	184
2023 Q4	$89.8K	Sell	230 -1	-0.4%	-$348	0.02%	181
2023 Q3	$73K	Sell	231 -1	-0.4%	-$340	0.02%	191
2023 Q2	$80.7K	Buy	232 +1	+0.4%	+$317	0.02%	185
2023 Q1	$70.7K	Sell	231 -216	-48%	-$65.3K	0.02%	193
2022 Q4	$125K	Buy	447 +219	+96%	+$59.9K	0.04%	135
2022 Q3	$55K	Hold	228	–	–	0.02%	195
2022 Q2	$62K	Hold	228	–	–	0.02%	188
2022 Q1	$77K	Hold	228	–	–	0.02%	175
2021 Q4	$89K	Sell	228 -15	-6%	-$5.79K	0.03%	174
2021 Q3	$86K	Hold	243	–	–	0.03%	174
2021 Q2	$88K	Hold	243	–	–	0.03%	164
2021 Q1	$73K	Hold	243	–	–	0.03%	166
2020 Q4	$71K	Hold	243	–	–	0.03%	169
2020 Q3	$70K	Buy	+243	New	+$69.4K	0.03%	150

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

TFC Financial Management's MCO Position: Q1 2026 in Review

TFC Financial Management held its Moody's (MCO) position steady in Q1 2026 at 177 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #228.

TFC Financial Management first reported a position in MCO in Q3 2020 and has held it in 23 quarters since. The position peaked at $125K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

TFC Financial Management held 177 shares of Moody's worth $77.2K as of Q1 2026.
TFC Financial Management left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #228 holding.
TFC Financial Management first reported a position in Moody's in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Moody's position peaked at $125K in Q4 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.