Wellington Management Group
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Wellington Management Group’s Moody's MCO Stock Holding History

Wellington Management Group’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
2017
Q1 		– Sell
-440
Closed -$281K – 2277
2016
Q4 		$281K Buy
+440
New +$44.4K ﹤0.01% 2092

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

Wellington Management Group's MCO Position: Q1 2026 in Review

Wellington Management Group reduced its Moody's (MCO) stake by 40% in Q1 2026, selling an estimated $15.8M and leaving 48,972 shares worth $21.4M. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Wellington Management Group first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $173M in Q2 2015. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Wellington Management Group held 48,972 shares of Moody's worth $21.4M as of Q1 2026.
  • Wellington Management Group sold 33,308 Moody's shares in Q1 2026, an estimated $15.8M.
  • Moody's made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #983 holding.
  • Wellington Management Group first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Moody's position peaked at $173M in Q2 2015.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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