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VestGen Advisors’s Moody's MCO Stock Holding History

VestGen 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 		$323K Sell
715
-24
-3% -$11.4K 0.01% 813
2025
Q4 		$378K Sell
739
-614
-45% -$300K 0.02% 541
2025
Q3 		$645K Buy
1,353
+256
+23% +$129K 0.02% 440
2025
Q2 		$550K Buy
1,097
+21
+2% +$9.73K 0.02% 406
2025
Q1 		$501K Buy
+1,076
New +$518K 0.02% 386

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

VestGen Advisors's MCO Position: Q1 2026 in Review

VestGen Advisors reduced its Moody's (MCO) stake by 3.2% in Q1 2026, selling an estimated $11.4K and leaving 715 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #813.

VestGen Advisors first reported a position in MCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $645K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • VestGen Advisors held 715 shares of Moody's worth $323K as of Q1 2026.
  • VestGen Advisors sold 24 Moody's shares in Q1 2026, an estimated $11.4K.
  • Moody's made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #813 holding.
  • VestGen Advisors first reported a position in Moody's in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Moody's position peaked at $645K in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.