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Advisornet Financial’s Moody's MCO Stock Holding History

Advisornet Financial’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 		$117K Sell
268
-5
-2% -$2.37K 0.01% 769
2025
Q4 		$139K Hold
273
– – 0.01% 710
2025
Q3 		$130K Hold
273
– – 0.01% 714
2025
Q2 		$137K Buy
273
+7
+3% +$3.24K 0.01% 669
2025
Q1 		$124K Buy
266
+10
+4% +$4.82K 0.01% 663
2024
Q4 		$121K Sell
256
-28
-10% -$13.4K 0.01% 628
2024
Q3 		$135K Buy
284
+225
+381% +$104K 0.01% 619
2024
Q2 		$24.8K Buy
59
+5
+9% +$1.99K ﹤0.01% 1030
2024
Q1 		$21.2K Hold
54
– – ﹤0.01% 1055
2023
Q4 		$21.1K Buy
54
+27
+100% +$9.38K ﹤0.01% 1059
2023
Q3 		$8.54K Sell
27
-375
-93% -$128K ﹤0.01% 1280
2023
Q2 		$140K Buy
402
+327
+436% +$104K 0.01% 557
2023
Q1 		$23K Buy
75
+12
+19% +$3.63K ﹤0.01% 1032
2022
Q4 		$17.6K Sell
63
-10
-14% -$2.73K ﹤0.01% 1103
2022
Q3 		$18K Buy
73
+27
+59% +$7.84K ﹤0.01% 1140
2022
Q2 		$13K Sell
46
-5
-10% -$1.5K ﹤0.01% 1276
2022
Q1 		$17K Buy
51
+14
+38% +$4.71K ﹤0.01% 1300
2021
Q4 		$14K Buy
+37
New +$14.3K ﹤0.01% 1394
2021
Q3 		– Sell
-8,962
Closed -$3.25M – 1956
2021
Q2 		$3.25M Buy
8,962
+98
+1% +$32.6K 0.22% 111
2021
Q1 		$2.65M Buy
8,864
+172
+2% +$48.4K 0.19% 123
2020
Q4 		$2.52M Buy
8,692
+159
+2% +$44.5K 0.2% 109
2020
Q3 		$2.47M Buy
8,533
+87
+1% +$24.8K 0.21% 109
2020
Q2 		$2.32M Buy
8,446
+8,281
+5,019% +$2.1M 0.19% 120
2020
Q1 		$35K Buy
+165
New +$40.1K ﹤0.01% 917

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

Advisornet Financial's MCO Position: Q1 2026 in Review

Advisornet Financial reduced its Moody's (MCO) stake by 1.8% in Q1 2026, selling an estimated $2.37K and leaving 268 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #769.

Advisornet Financial first reported a position in MCO in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.25M in Q2 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Advisornet Financial held 268 shares of Moody's worth $117K as of Q1 2026.
  • Advisornet Financial sold 5 Moody's shares in Q1 2026, an estimated $2.37K.
  • Moody's made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #769 holding.
  • Advisornet Financial first reported a position in Moody's in Q1 2020 and has held it in 24 quarters since.
  • Advisornet Financial's Moody's position peaked at $3.25M in Q2 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.