Van Den Berg Management I’s Moody's MCO Stock Holding History

Van Den Berg Management I’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	$2.55M	Sell	5,850 -77	-1%	-$36.4K	0.59%	46
2025 Q4	$3.03M	Sell	5,927 -132	-2%	-$64.4K	0.69%	43
2025 Q3	$2.89M	Sell	6,059 -54	-0.9%	-$27.2K	0.72%	42
2025 Q2	$3.07M	Sell	6,113 -92	-1%	-$42.6K	0.87%	40
2025 Q1	$2.89M	Sell	6,205 -59	-0.9%	-$28.4K	0.88%	38
2024 Q4	$2.97M	Sell	6,264 -212	-3%	-$101K	0.85%	41
2024 Q3	$3.07M	Sell	6,476 -850	-12%	-$394K	0.89%	37
2024 Q2	$3.08M	Sell	7,326 -104	-1%	-$41.4K	0.92%	34
2024 Q1	$2.92M	Sell	7,430 -80	-1%	-$30.8K	0.86%	36
2023 Q4	$2.93M	Sell	7,510 -229	-3%	-$79.6K	0.97%	34
2023 Q3	$2.45M	Sell	7,739 -37	-0.5%	-$12.6K	0.86%	35
2023 Q2	$2.7M	Sell	7,776 -143	-2%	-$45.3K	0.97%	33
2023 Q1	$2.42M	Sell	7,919 -111	-1%	-$33.5K	0.9%	35
2022 Q4	$2.24M	Sell	8,030 -4,157	-34%	-$1.14M	0.83%	35
2022 Q3	$2.96M	Sell	12,187 -431	-3%	-$125K	0.88%	32
2022 Q2	$3.43M	Buy	12,618 +450	+4%	+$135K	0.92%	36
2022 Q1	$4.11M	Sell	12,168 -541	-4%	-$182K	0.92%	35
2021 Q4	$4.96M	Sell	12,709 -194	-2%	-$74.8K	0.9%	36
2021 Q3	$4.58M	Sell	12,903 -717	-5%	-$270K	0.9%	37
2021 Q2	$4.93M	Sell	13,620 -66	-0.5%	-$22K	0.97%	36
2021 Q1	$4.09M	Buy	+13,686	New	+$3.85M	0.89%	37

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

Van Den Berg Management I's MCO Position: Q1 2026 in Review

Van Den Berg Management I reduced its Moody's (MCO) stake by 1.3% in Q1 2026, selling an estimated $36.4K and leaving 5,850 shares worth $2.55M. The position accounts for 0.59% of the portfolio, ranked #46.

Van Den Berg Management I first reported a position in MCO in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.96M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Van Den Berg Management I held 5,850 shares of Moody's worth $2.55M as of Q1 2026.
Van Den Berg Management I sold 77 Moody's shares in Q1 2026, an estimated $36.4K.
Moody's made up 0.59% of Van Den Berg Management I's portfolio in Q1 2026, its #46 holding.
Van Den Berg Management I first reported a position in Moody's in Q1 2021 and has held it in 21 quarters since.
Van Den Berg Management I's Moody's position peaked at $4.96M in Q4 2021.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.