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Verdence Capital Advisors’s Moody's MCO Stock Holding History

Verdence Capital Advisors’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 		$876K Buy
2,007
+112
+6% +$53K 0.05% 312
2025
Q4 		$968K Buy
1,895
+21
+1% +$10.2K 0.06% 283
2025
Q3 		$928K Buy
1,874
+33
+2% +$16.6K 0.05% 318
2025
Q2 		$924K Buy
1,841
+97
+6% +$44.9K 0.06% 275
2025
Q1 		$812K Sell
1,744
-35
-2% -$16.9K 0.06% 278
2024
Q4 		$842K Sell
1,779
-215
-11% -$103K 0.07% 271
2024
Q3 		$946K Sell
1,994
-58
-3% -$26.9K 0.08% 260
2024
Q2 		$864K Sell
2,052
-33
-2% -$13.1K 0.08% 259
2024
Q1 		$820K Sell
2,085
-21
-1% -$8.1K 0.07% 267
2023
Q4 		$823K Sell
2,106
-288
-12% -$100K 0.08% 247
2023
Q3 		$757K Buy
2,394
+156
+7% +$53.1K 0.08% 251
2023
Q2 		$778K Sell
2,238
-344
-13% -$109K 0.09% 232
2023
Q1 		$790K Buy
2,582
+1,342
+108% +$405K 0.1% 233
2022
Q4 		$346K Sell
1,240
-1,089
-47% -$298K 0.04% 348
2022
Q3 		$566K Buy
2,329
+71
+3% +$20.6K 0.08% 248
2022
Q2 		$614K Buy
2,258
+668
+42% +$200K 0.08% 255
2022
Q1 		$537K Buy
1,590
+28
+2% +$9.42K 0.06% 286
2021
Q4 		$610K Buy
1,562
+67
+4% +$25.8K 0.07% 253
2021
Q3 		$531K Buy
1,495
+29
+2% +$10.9K 0.07% 264
2021
Q2 		$531K Buy
1,466
+783
+115% +$261K 0.07% 245
2021
Q1 		$204K Sell
683
-50
-7% -$14.1K 0.03% 416
2020
Q4 		$213K Hold
733
– – 0.04% 377
2020
Q3 		$212K Hold
733
– – 0.05% 320
2020
Q2 		$201K Buy
+733
New +$186K 0.05% 321

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
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

Verdence Capital Advisors's MCO Position: Q1 2026 in Review

Verdence Capital Advisors increased its Moody's (MCO) stake by 5.9% in Q1 2026, buying an estimated $53K and bringing the position to 2,007 shares worth $876K. The position accounts for 0.05% of the portfolio, ranked #312.

Verdence Capital Advisors first reported a position in MCO in Q2 2020 and has held it in 24 quarters since. The position peaked at $968K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Verdence Capital Advisors held 2,007 shares of Moody's worth $876K as of Q1 2026.
  • Verdence Capital Advisors bought 112 Moody's shares in Q1 2026, an estimated $53K.
  • Moody's made up 0.05% of Verdence Capital Advisors's portfolio in Q1 2026, its #312 holding.
  • Verdence Capital Advisors first reported a position in Moody's in Q2 2020 and has held it in 24 quarters since.
  • Verdence Capital Advisors's Moody's position peaked at $968K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.