WA
MCO icon

Whipplewood Advisors’s Moody's MCO Stock Holding History

Whipplewood 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 		$25.7K Buy
59
+56
+1,867% +$26.5K 0.01% 354
2025
Q4 		$1.53K Buy
+3
New +$1.46K ﹤0.01% 365
2025
Q3 		– Sell
-123
Closed -$61.7K – 822
2025
Q2 		$61.7K Sell
123
-141
-53% -$65.3K 0.03% 289
2025
Q1 		$60.5K Buy
264
+109
+70% +$52.5K 0.04% 280
2024
Q4 		$73.4K Buy
+155
New +$74K 0.04% 262

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

Whipplewood Advisors's MCO Position: Q1 2026 in Review

Whipplewood Advisors increased its Moody's (MCO) stake by 1,867% in Q1 2026, buying an estimated $26.5K and bringing the position to 59 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #354.

Whipplewood Advisors first reported a position in MCO in Q4 2024 and has held it in 5 quarters since. The position peaked at $73.4K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Whipplewood Advisors held 59 shares of Moody's worth $25.7K as of Q1 2026.
  • Whipplewood Advisors bought 56 Moody's shares in Q1 2026, an estimated $26.5K.
  • Moody's made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #354 holding.
  • Whipplewood Advisors first reported a position in Moody's in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Moody's position peaked at $73.4K in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.