Van Strum & Towne’s Moody's MCO Stock Holding History

Van Strum & Towne’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	$3M	Hold	6,883	–	–	0.88%	33
2025 Q4	$3.52M	Hold	6,883	–	–	0.98%	33
2025 Q3	$3.28M	Hold	6,883	–	–	0.96%	32
2025 Q2	$3.45M	Hold	6,883	–	–	1.09%	29
2025 Q1	$3.21M	Buy	6,883 +2,133	+45%	+$1.03M	1.08%	31
2024 Q4	$2.25M	Buy	4,750 +750	+19%	+$358K	0.79%	34
2024 Q3	$1.9M	Hold	4,000	–	–	0.66%	39
2024 Q2	$1.68M	Hold	4,000	–	–	0.61%	36
2024 Q1	$1.57M	Hold	4,000	–	–	0.57%	38
2023 Q4	$1.56M	Hold	4,000	–	–	0.61%	36
2023 Q3	$1.26M	Hold	4,000	–	–	0.53%	38
2023 Q2	$1.39M	Hold	4,000	–	–	0.58%	39
2023 Q1	$1.22M	Hold	4,000	–	–	0.52%	40
2022 Q4	$1.11M	Hold	4,000	–	–	0.48%	42
2022 Q3	$972K	Hold	4,000	–	–	0.45%	43
2022 Q2	$1.09M	Hold	4,000	–	–	0.46%	43
2022 Q1	$1.35M	Hold	4,000	–	–	0.51%	42
2021 Q4	$1.56M	Hold	4,000	–	–	0.57%	37
2021 Q3	$1.42M	Hold	4,000	–	–	0.56%	39
2021 Q2	$1.45M	Hold	4,000	–	–	0.69%	33
2021 Q1	$1.19M	Hold	4,000	–	–	0.6%	34
2020 Q4	$1.16M	Buy	+4,000	New	+$1.12M	0.65%	31

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 Strum & Towne's MCO Position: Q1 2026 in Review

Van Strum & Towne held its Moody's (MCO) position steady in Q1 2026 at 6,883 shares worth $3M. The position accounts for 0.88% of the portfolio, ranked #33.

Van Strum & Towne first reported a position in MCO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.52M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Van Strum & Towne held 6,883 shares of Moody's worth $3M as of Q1 2026.
Van Strum & Towne left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.88% of Van Strum & Towne's portfolio in Q1 2026, its #33 holding.
Van Strum & Towne first reported a position in Moody's in Q4 2020 and has held it in 22 quarters since.
Van Strum & Towne's Moody's position peaked at $3.52M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.