TOBAM’s Moody's MCO Stock Holding History

TOBAM’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	$1.41M	Buy	3,233 +246	+8%	+$116K	0.37%	67
2025 Q4	$1.53M	Buy	2,987 +2,975	+24,792%	+$1.45M	0.37%	70
2025 Q3	$6K	Buy	12 +2	+20%	+$1.01K	﹤0.01%	226
2025 Q2	$5K	Hold	10	–	–	﹤0.01%	230
2025 Q1	$5K	Buy	+10	New	+$4.82K	﹤0.01%	223
2024 Q3	–	Sell	-173	Closed	-$73K	–	337
2024 Q2	$73K	Buy	173 +48	+38%	+$19.1K	0.01%	282
2024 Q1	$49K	Sell	125 -86	-41%	-$33.2K	﹤0.01%	358
2023 Q4	$82K	Buy	211 +201	+2,010%	+$69.9K	0.01%	301
2023 Q3	$3K	Buy	+10	New	+$3.4K	﹤0.01%	346
2022 Q4	–	Sell	-294	Closed	-$71K	–	429
2022 Q3	$71K	Sell	294 -530	-64%	-$154K	0.01%	320
2022 Q2	$224K	Buy	+824	New	+$247K	0.01%	227

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

TOBAM's MCO Position: Q1 2026 in Review

TOBAM increased its Moody's (MCO) stake by 8.2% in Q1 2026, buying an estimated $116K and bringing the position to 3,233 shares worth $1.41M. The position accounts for 0.37% of the portfolio, ranked #67.

TOBAM first reported a position in MCO in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.53M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

TOBAM held 3,233 shares of Moody's worth $1.41M as of Q1 2026.
TOBAM bought 246 Moody's shares in Q1 2026, an estimated $116K.
Moody's made up 0.37% of TOBAM's portfolio in Q1 2026, its #67 holding.
TOBAM first reported a position in Moody's in Q2 2022 and has held it in 11 quarters since.
TOBAM's Moody's position peaked at $1.53M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.