Vancity Investment Management’s Moody's MCO Stock Holding History

Vancity Investment 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	$22.3M	Sell	51,219 -4,816	-9%	-$2.28M	3.55%	7
2025 Q4	$28.6M	Sell	56,035 -1,941	-3%	-$947K	3.89%	8
2025 Q3	$27.6M	Buy	57,976 +6,725	+13%	+$3.39M	3.67%	10
2025 Q2	$25.7M	Buy	51,251 +3,810	+8%	+$1.76M	3.25%	12
2025 Q1	$22.1M	Buy	+47,441	New	+$22.9M	3.03%	12
2024 Q3	$10M	Sell	21,129 -18,727	-47%	-$8.68M	1.2%	27
2024 Q2	$15.8M	Buy	39,856 +24,558	+161%	+$9.77M	1%	34
2024 Q1	$6.01M	Sell	15,298 -377	-2%	-$145K	0.72%	41
2023 Q4	$6.12M	Sell	15,675 -3,932	-20%	-$1.37M	0.9%	39
2023 Q3	$6.2M	Hold	19,607	–	–	0.8%	42
2023 Q2	$6.82M	Hold	19,607	–	–	0.88%	43
2023 Q1	$6M	Sell	19,607 -299	-2%	-$90.3K	0.84%	46
2022 Q4	$5.55M	Hold	19,906	–	–	0.83%	50
2022 Q3	$4.84M	Sell	19,906 -854	-4%	-$248K	0.77%	49
2022 Q2	$5.65M	Sell	20,760 -284	-1%	-$85K	0.8%	50
2022 Q1	$7.1M	Buy	+21,044	New	+$7.08M	0.84%	49

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

Vancity Investment Management's MCO Position: Q1 2026 in Review

Vancity Investment Management reduced its Moody's (MCO) stake by 8.6% in Q1 2026, selling an estimated $2.28M and leaving 51,219 shares worth $22.3M. The position accounts for 3.55% of the portfolio, ranked #7.

Vancity Investment Management first reported a position in MCO in Q1 2022 and has held it in 16 quarters since. The position peaked at $28.6M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Vancity Investment Management held 51,219 shares of Moody's worth $22.3M as of Q1 2026.
Vancity Investment Management sold 4,816 Moody's shares in Q1 2026, an estimated $2.28M.
Moody's made up 3.55% of Vancity Investment Management's portfolio in Q1 2026, its #7 holding.
Vancity Investment Management first reported a position in Moody's in Q1 2022 and has held it in 16 quarters since.
Vancity Investment Management's Moody's position peaked at $28.6M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.