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Wayfinding Financial’s Moody's MCO Stock Holding History

Wayfinding Financial’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 		$218K Sell
500
-5
-1% -$2.37K 0.09% 147
2025
Q4 		$258K Sell
505
-7
-1% -$3.42K 0.11% 120
2025
Q3 		$244K Buy
512
+2
+0.4% +$1.01K 0.11% 123
2025
Q2 		$265K Sell
510
-45
-8% -$20.8K 0.12% 113
2025
Q1 		$258K Sell
555
-8
-1% -$3.85K 0.11% 112
2024
Q4 		$266K Buy
+563
New +$269K 0.14% 101
2024
Q3 		– Sell
-522
Closed -$219K – 89
2024
Q2 		$219K Buy
+522
New +$208K 0.12% 115

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

Wayfinding Financial's MCO Position: Q1 2026 in Review

Wayfinding Financial reduced its Moody's (MCO) stake by 0.99% in Q1 2026, selling an estimated $2.37K and leaving 500 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #147.

Wayfinding Financial first reported a position in MCO in Q2 2024 and has held it in 7 quarters since. The position peaked at $266K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Wayfinding Financial held 500 shares of Moody's worth $218K as of Q1 2026.
  • Wayfinding Financial sold 5 Moody's shares in Q1 2026, an estimated $2.37K.
  • Moody's made up 0.09% of Wayfinding Financial's portfolio in Q1 2026, its #147 holding.
  • Wayfinding Financial first reported a position in Moody's in Q2 2024 and has held it in 7 quarters since.
  • Wayfinding Financial's Moody's position peaked at $266K in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.