Voleon Capital Management’s Moody's MCO Stock Holding History

Voleon Capital 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	$5.72M	Sell	13,106 -31,981	-71%	-$15.1M	0.12%	180
2025 Q4	$23M	Buy	45,087 +33,247	+281%	+$16.2M	0.5%	36
2025 Q3	$5.64M	Buy	11,840 +8,676	+274%	+$4.37M	0.14%	152
2025 Q2	$1.59M	Sell	3,164 -3,961	-56%	-$1.83M	0.09%	202
2025 Q1	$3.32M	Sell	7,125 -4,040	-36%	-$1.95M	0.26%	92
2024 Q4	$5.29M	Buy	+11,165	New	+$5.33M	0.39%	69
2020 Q1	–	Sell	-59,000	Closed	-$14M	–	77
2019 Q4	$14M	Buy	59,000 +34,000	+136%	+$7.56M	0.81%	31
2019 Q3	$5.12M	Buy	25,000 +17,000	+213%	+$3.56M	0.39%	58
2019 Q2	$1.56M	Buy	+8,000	New	+$1.52M	0.09%	142

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

Voleon Capital Management's MCO Position: Q1 2026 in Review

Voleon Capital Management reduced its Moody's (MCO) stake by 71% in Q1 2026, selling an estimated $15.1M and leaving 13,106 shares worth $5.72M. The position accounts for 0.12% of the portfolio, ranked #180.

Voleon Capital Management first reported a position in MCO in Q2 2019 and has held it in 9 quarters since. The position peaked at $23M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Voleon Capital Management held 13,106 shares of Moody's worth $5.72M as of Q1 2026.
Voleon Capital Management sold 31,981 Moody's shares in Q1 2026, an estimated $15.1M.
Moody's made up 0.12% of Voleon Capital Management's portfolio in Q1 2026, its #180 holding.
Voleon Capital Management first reported a position in Moody's in Q2 2019 and has held it in 9 quarters since.
Voleon Capital Management's Moody's position peaked at $23M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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