WA
MCO icon

WPG Advisers’s Moody's MCO Stock Holding History

WPG Advisers’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 		$116K Buy
265
+1
+0.4% +$473 0.09% 130
2025
Q4 		$135K Sell
264
-22
-8% -$10.7K 0.1% 134
2025
Q3 		$136K Sell
286
-1
-0.3% -$504 0.11% 124
2025
Q2 		$144K Sell
287
-6
-2% -$2.78K 0.12% 113
2025
Q1 		$136K Sell
293
-98
-25% -$47.2K 0.13% 123
2024
Q4 		$185K Buy
+391
New +$187K 0.17% 107

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

WPG Advisers's MCO Position: Q1 2026 in Review

WPG Advisers increased its Moody's (MCO) stake by 0.38% in Q1 2026, buying an estimated $473 and bringing the position to 265 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #130.

WPG Advisers first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $185K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • WPG Advisers held 265 shares of Moody's worth $116K as of Q1 2026.
  • WPG Advisers bought 1 Moody's share in Q1 2026, an estimated $473.
  • Moody's made up 0.09% of WPG Advisers's portfolio in Q1 2026, its #130 holding.
  • WPG Advisers first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Moody's position peaked at $185K in Q4 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.