TI-Trust’s Moody's MCO Stock Holding History

TI-Trust’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	-400	Closed	-$204K	–	133
2025 Q4	$204K	Buy	+400	New	+$195K	0.13%	127
2025 Q3	–	Sell	-400	Closed	-$201K	–	132
2025 Q2	$201K	Buy	+400	New	+$185K	0.13%	127
2019 Q4	$95K	Buy	+400	New	+$88.9K	0.09%	138

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

TI-Trust's MCO Position: Q1 2026 in Review

TI-Trust sold out of Moody's (MCO) in Q1 2026, closing a stake of 400 shares — an estimated $204K sold.

TI-Trust first reported a position in MCO in Q4 2019 and held it in 3 quarters. The position peaked at $204K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

TI-Trust reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
TI-Trust sold 400 Moody's shares in Q1 2026, an estimated $204K.
TI-Trust first reported a position in Moody's in Q4 2019 and held it in 3 quarters.
TI-Trust's Moody's position peaked at $204K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on TI-Trust's 13F filing for Q1 2026, filed 28 Apr 2026.