WestEnd Advisors’s Moody's MCO Stock Holding History

WestEnd 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	$2.18K	Hold	5	–	–	﹤0.01%	150
2025 Q4	$2.55K	Buy	5 +2	+67%	+$976	﹤0.01%	142
2025 Q3	$1.43K	Hold	3	–	–	﹤0.01%	191
2025 Q2	$1.5K	Sell	3 -1	-25%	-$463	﹤0.01%	176
2025 Q1	$1.86K	Buy	4 +1	+33%	+$482	﹤0.01%	151
2024 Q4	$1.42K	Hold	3	–	–	﹤0.01%	115
2024 Q3	$1.42K	Hold	3	–	–	﹤0.01%	107
2024 Q2	$1.26K	Buy	3 +2	+200%	+$796	﹤0.01%	109
2024 Q1	$393	Buy	+1	New	+$386	﹤0.01%	176
2022 Q1	–	Sell	-2	Closed	-$673	–	131
2021 Q4	$781	Buy	+2	New	+$771	﹤0.01%	122
2021 Q3	–	Hold	0	–	–	–	117
2021 Q2	–	Hold	0	–	–	–	114

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

WestEnd Advisors's MCO Position: Q1 2026 in Review

WestEnd Advisors held its Moody's (MCO) position steady in Q1 2026 at 5 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

WestEnd Advisors first reported a position in MCO in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.55K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

WestEnd Advisors held 5 shares of Moody's worth $2.18K as of Q1 2026.
WestEnd Advisors left its Moody's share count unchanged in Q1 2026.
Moody's made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #150 holding.
WestEnd Advisors first reported a position in Moody's in Q4 2021 and has held it in 10 quarters since.
WestEnd Advisors's Moody's position peaked at $2.55K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.