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Westbourne Investment Advisors’s Moody's MCO Stock Holding History

Westbourne Investment 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 		$932K Sell
2,136
-50
-2% -$23.7K 0.27% 56
2025
Q4 		$1.12M Sell
2,186
-100
-4% -$48.8K 0.31% 46
2025
Q3 		$1.09M Sell
2,286
-100
-4% -$50.4K 0.3% 46
2025
Q2 		$1.2M Sell
2,386
-275
-10% -$127K 0.36% 47
2025
Q1 		$1.24M Sell
2,661
-140
-5% -$67.5K 0.44% 44
2024
Q4 		$1.33M Sell
2,801
-210
-7% -$100K 0.45% 41
2024
Q3 		$1.43M Sell
3,011
-100
-3% -$46.3K 0.5% 42
2024
Q2 		$1.31M Sell
3,111
-310
-9% -$123K 0.47% 42
2024
Q1 		$1.34M Sell
3,421
-490
-13% -$189K 0.5% 42
2023
Q4 		$1.53M Sell
3,911
-350
-8% -$122K 0.61% 36
2023
Q3 		$1.35M Sell
4,261
-275
-6% -$93.5K 0.62% 38
2023
Q2 		$1.58M Sell
4,536
-75
-2% -$23.8K 0.71% 36
2023
Q1 		$1.41M Sell
4,611
-310
-6% -$93.7K 0.68% 38
2022
Q4 		$1.37M Sell
4,921
-50
-1% -$13.7K 0.69% 40
2022
Q3 		$1.21M Sell
4,971
-250
-5% -$72.6K 0.64% 40
2022
Q2 		$1.42M Sell
5,221
-128
-2% -$38.3K 0.88% 34
2022
Q1 		$1.8M Hold
5,349
– – 0.75% 36
2021
Q4 		$2.09M Sell
5,349
-75
-1% -$28.9K 0.82% 30
2021
Q3 		$1.93M Hold
5,424
– – 0.88% 30
2021
Q2 		$1.97M Hold
5,424
– – 0.89% 29
2021
Q1 		$1.62M Sell
5,424
-221
-4% -$62.2K 0.81% 33
2020
Q4 		$1.64M Hold
5,645
– – 0.96% 29
2020
Q3 		$1.64M Sell
5,645
-40
-0.7% -$11.4K 1.88% 16
2020
Q2 		$1.56M Sell
5,685
-125
-2% -$31.8K 1.92% 15
2020
Q1 		$1.23M Sell
5,810
-200
-3% -$48.6K 1.13% 24
2019
Q4 		$1.43M Sell
6,010
-440
-7% -$97.8K 0.97% 31
2019
Q3 		$1.32M Sell
6,450
-255
-4% -$53.5K 0.99% 28
2019
Q2 		$1.31M Sell
6,705
-135
-2% -$25.6K 1.06% 27
2019
Q1 		$1.24M Sell
6,840
-200
-3% -$32.9K 0.95% 30
2018
Q4 		$986K Hold
7,040
– – 0.85% 38
2018
Q3 		$1.18M Hold
7,040
– – 0.85% 37
2018
Q2 		$1.2M Sell
7,040
-166
-2% -$28.1K 1.03% 30
2018
Q1 		$1.16M Sell
7,206
-300
-4% -$48.6K 0.93% 34
2017
Q4 		$1.11M Hold
7,506
– – 0.84% 42
2017
Q3 		$1.04M Sell
7,506
-250
-3% -$32.9K 0.82% 45
2017
Q2 		$944K Sell
7,756
-53
-0.7% -$6.2K 0.77% 46
2017
Q1 		$875K Sell
7,809
-598
-7% -$64.1K 0.72% 44
2016
Q4 		$793K Sell
8,407
-50
-0.6% -$5.05K 0.69% 48
2016
Q3 		$916K Sell
8,457
-385
-4% -$40.5K 0.81% 46
2016
Q2 		$829K Sell
8,842
-211
-2% -$20.4K 0.75% 44
2016
Q1 		$874K Sell
9,053
-300
-3% -$27K 0.84% 41
2015
Q4 		$938K Sell
9,353
-197
-2% -$19.7K 0.91% 40
2015
Q3 		$938K Sell
9,550
-110
-1% -$11.7K 0.94% 31
2015
Q2 		$1.04M Buy
+9,660
New +$1.04M 0.95% 34

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

Westbourne Investment Advisors's MCO Position: Q1 2026 in Review

Westbourne Investment Advisors reduced its Moody's (MCO) stake by 2.3% in Q1 2026, selling an estimated $23.7K and leaving 2,136 shares worth $932K. The position accounts for 0.27% of the portfolio, ranked #56.

Westbourne Investment Advisors first reported a position in MCO in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.09M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Westbourne Investment Advisors held 2,136 shares of Moody's worth $932K as of Q1 2026.
  • Westbourne Investment Advisors sold 50 Moody's shares in Q1 2026, an estimated $23.7K.
  • Moody's made up 0.27% of Westbourne Investment Advisors's portfolio in Q1 2026, its #56 holding.
  • Westbourne Investment Advisors first reported a position in Moody's in Q2 2015 and has held it in 44 quarters since.
  • Westbourne Investment Advisors's Moody's position peaked at $2.09M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.