Values Added Financial’s Moody's MCO Stock Holding History

Values Added Financial’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	$338K	Sell	775 -29	-4%	-$13.7K	0.14%	96
2025 Q4	$411K	Sell	804 -10	-1%	-$4.88K	0.17%	82
2025 Q3	$388K	Buy	814 +10	+1%	+$5.04K	0.17%	82
2025 Q2	$403K	Buy	804 +9	+1%	+$4.17K	0.2%	81
2025 Q1	$370K	Buy	795 +31	+4%	+$14.9K	0.21%	83
2024 Q4	$362K	Buy	764 +14	+2%	+$6.68K	0.21%	80
2024 Q3	$356K	Buy	750 +2	+0.3%	+$927	0.22%	69
2024 Q2	$315K	Buy	748 +4	+0.5%	+$1.59K	0.23%	69
2024 Q1	$292K	Buy	744 +2	+0.3%	+$771	0.23%	68
2023 Q4	$290K	Sell	742 -115	-13%	-$40K	0.24%	66
2023 Q3	$271K	Buy	857 +109	+15%	+$37.1K	0.25%	66
2023 Q2	$260K	Buy	+748	New	+$237K	0.24%	67

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

Values Added Financial's MCO Position: Q1 2026 in Review

Values Added Financial reduced its Moody's (MCO) stake by 3.6% in Q1 2026, selling an estimated $13.7K and leaving 775 shares worth $338K. The position accounts for 0.14% of the portfolio, ranked #96.

Values Added Financial first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $411K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Values Added Financial held 775 shares of Moody's worth $338K as of Q1 2026.
Values Added Financial sold 29 Moody's shares in Q1 2026, an estimated $13.7K.
Moody's made up 0.14% of Values Added Financial's portfolio in Q1 2026, its #96 holding.
Values Added Financial first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
Values Added Financial's Moody's position peaked at $411K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.