TRB Advisors’s Moody's MCO Stock Holding History

TRB Advisors’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	-30,000	Closed	-$15.3M	–	8
2025 Q4	$15.3M	Buy	30,000 +20,000	+200%	+$9.76M	3.59%	8
2025 Q3	$4.76M	Hold	10,000	–	–	0.96%	10
2025 Q2	$5.02M	Buy	+10,000	New	+$4.63M	1.2%	11
2024 Q2	–	Sell	-35,000	Closed	-$13.8M	–	9
2024 Q1	$13.8M	Buy	+35,000	New	+$13.5M	2.97%	9
2023 Q2	–	Sell	-20,000	Closed	-$6.12M	–	8
2023 Q1	$6.12M	Buy	+20,000	New	+$6.04M	2.85%	8
2022 Q1	–	Sell	-35,000	Closed	-$13.7M	–	7
2021 Q4	$13.7M	Hold	35,000	–	–	4.4%	7
2021 Q3	$12.4M	Hold	35,000	–	–	4.5%	7
2021 Q2	$12.7M	Buy	+35,000	New	+$11.6M	2.87%	9
2021 Q1	–	Sell	-35,000	Closed	-$10.2M	–	14
2020 Q4	$10.2M	Buy	35,000 +10,000	+40%	+$2.8M	4.55%	6
2020 Q3	$7.25M	Sell	25,000 -5,000	-17%	-$1.43M	2.86%	8
2020 Q2	$8.24M	Buy	30,000 +5,000	+20%	+$1.27M	4.07%	6
2020 Q1	$5.29M	Hold	25,000	–	–	3.8%	9
2019 Q4	$5.93M	Buy	25,000 +10,000	+67%	+$2.22M	2.51%	10
2019 Q3	$3.07M	Hold	15,000	–	–	2.55%	10
2019 Q2	$2.93M	Sell	15,000 -26,500	-64%	-$5.03M	2.38%	10
2019 Q1	$7.51M	Buy	+41,500	New	+$6.82M	2.25%	11
2018 Q4	–	Sell	-10,000	Closed	-$1.67M	–	10
2018 Q3	$1.67M	Buy	+10,000	New	+$1.76M	0.49%	9
2018 Q1	–	Sell	-25,000	Closed	-$3.69M	–	13
2017 Q4	$3.69M	Buy	+25,000	New	+$3.66M	2.62%	9

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

TRB Advisors's MCO Position: Q1 2026 in Review

TRB Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 30,000 shares — an estimated $15.3M sold.

TRB Advisors first reported a position in MCO in Q4 2017 and held it in 18 quarters. The position peaked at $15.3M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

TRB Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
TRB Advisors sold 30,000 Moody's shares in Q1 2026, an estimated $15.3M.
TRB Advisors first reported a position in Moody's in Q4 2017 and held it in 18 quarters.
TRB Advisors's Moody's position peaked at $15.3M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on TRB Advisors's 13F filing for Q1 2026, filed 8 May 2026.