White Pine Capital’s Moody's MCO Stock Holding History

White Pine Capital’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	$413K	Sell	946 -92	-9%	-$43.5K	0.12%	177
2025 Q4	$530K	Sell	1,038 -3	-0.3%	-$1.46K	0.15%	157
2025 Q3	$496K	Buy	1,041 +9	+0.9%	+$4.54K	0.14%	163
2025 Q2	$518K	Buy	1,032 +3	+0.3%	+$1.39K	0.16%	152
2025 Q1	$479K	Buy	1,029 +68	+7%	+$32.8K	0.17%	146
2024 Q4	$455K	Sell	961 -1	-0.1%	-$477	0.15%	154
2024 Q3	$457K	Buy	962 +47	+5%	+$21.8K	0.16%	151
2024 Q2	$385K	Buy	915 +36	+4%	+$14.3K	0.15%	162
2024 Q1	$326K	Buy	879 +85	+11%	+$32.8K	0.12%	174
2023 Q4	$310K	Buy	794 +22	+3%	+$7.65K	0.12%	174
2023 Q3	$244K	Buy	+772	New	+$263K	0.1%	185

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

White Pine Capital's MCO Position: Q1 2026 in Review

White Pine Capital reduced its Moody's (MCO) stake by 8.9% in Q1 2026, selling an estimated $43.5K and leaving 946 shares worth $413K. The position accounts for 0.12% of the portfolio, ranked #177.

White Pine Capital first reported a position in MCO in Q3 2023 and has held it in 11 quarters since. The position peaked at $530K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

White Pine Capital held 946 shares of Moody's worth $413K as of Q1 2026.
White Pine Capital sold 92 Moody's shares in Q1 2026, an estimated $43.5K.
Moody's made up 0.12% of White Pine Capital's portfolio in Q1 2026, its #177 holding.
White Pine Capital first reported a position in Moody's in Q3 2023 and has held it in 11 quarters since.
White Pine Capital's Moody's position peaked at $530K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.