Troy Asset Management’s Moody's MCO Stock Holding History

Troy Asset 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	$12.4M	Sell	28,522 -391	-1%	-$185K	0.37%	29
2025 Q4	$14.8M	Sell	28,913 -1,443	-5%	-$704K	0.38%	28
2025 Q3	$14.5M	Buy	30,356 +48	+0.2%	+$24.2K	0.37%	30
2025 Q2	$15.2M	Hold	30,308	–	–	0.42%	30
2025 Q1	$15.2M	Sell	30,308 -149,933	-83%	-$72.2M	0.42%	30
2024 Q4	$85.3M	Sell	180,241 -3,479	-2%	-$1.66M	2.81%	11
2024 Q3	$87.2M	Sell	183,720 -2,869	-2%	-$1.33M	2.75%	11
2024 Q2	$78.5M	Sell	186,589 -672	-0.4%	-$267K	2.55%	12
2024 Q1	$73.6M	Sell	187,261 -930	-0.5%	-$359K	2.23%	13
2023 Q4	$73.5M	Sell	188,191 -42,587	-18%	-$14.8M	2.33%	12
2023 Q3	$73M	Sell	230,778 -1,854	-0.8%	-$631K	2.29%	14
2023 Q2	$80.9M	Sell	232,632 -8,206	-3%	-$2.6M	2.37%	13
2023 Q1	$73.7M	Sell	240,838 -44,514	-16%	-$13.4M	2.18%	13
2022 Q4	$79.5M	Buy	285,352 +5,998	+2%	+$1.64M	2.23%	13
2022 Q3	$67.9M	Sell	279,354 -186,757	-40%	-$54.3M	1.96%	13
2022 Q2	$127M	Buy	466,111 +11,446	+3%	+$3.42M	2.61%	12
2022 Q1	$153M	Buy	454,665 +224,387	+97%	+$75.5M	2.73%	12
2021 Q4	$89.9M	Buy	230,278 +1,600	+0.7%	+$617K	1.57%	12
2021 Q3	$81.2M	Buy	228,678 +6,902	+3%	+$2.6M	1.53%	12
2021 Q2	$80.4M	Buy	221,776 +4,991	+2%	+$1.66M	1.37%	14
2021 Q1	$64.7M	Buy	+216,785	New	+$61M	1.22%	14

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

Troy Asset Management's MCO Position: Q1 2026 in Review

Troy Asset Management reduced its Moody's (MCO) stake by 1.4% in Q1 2026, selling an estimated $185K and leaving 28,522 shares worth $12.4M. The position accounts for 0.37% of the portfolio, ranked #29.

Troy Asset Management first reported a position in MCO in Q1 2021 and has held it in 21 quarters since. The position peaked at $153M in Q1 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Troy Asset Management held 28,522 shares of Moody's worth $12.4M as of Q1 2026.
Troy Asset Management sold 391 Moody's shares in Q1 2026, an estimated $185K.
Moody's made up 0.37% of Troy Asset Management's portfolio in Q1 2026, its #29 holding.
Troy Asset Management first reported a position in Moody's in Q1 2021 and has held it in 21 quarters since.
Troy Asset Management's Moody's position peaked at $153M in Q1 2022.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Troy Asset Management's 13F filing for Q1 2026, filed 11 May 2026.