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AdvisorShares Investments’s Moody's MCO Stock Holding History

AdvisorShares Investments’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 		$6.17M Sell
14,138
-1,142
-7% -$540K 1.12% 24
2025
Q4 		$7.81M Buy
15,280
+356
+2% +$174K 1.3% 9
2025
Q3 		$7.11M Sell
14,924
-196
-1% -$98.8K 1.16% 21
2025
Q2 		$7.58M Sell
15,120
-616
-4% -$285K 1.37% 17
2025
Q1 		$7.38M Sell
15,736
-140
-0.9% -$67.5K 1.44% 15
2024
Q4 		$7.52M Sell
15,876
-300
-2% -$143K 1.45% 8
2024
Q3 		$7.68M Buy
16,176
+1,220
+8% +$565K 1.47% 11
2024
Q2 		$6.3M Sell
14,956
-166
-1% -$66K 1.1% 18
2024
Q1 		$5.94M Buy
15,122
+5,100
+51% +$1.97M 1% 13
2023
Q4 		$3.91M Buy
10,022
+594
+6% +$206K 0.92% 7
2023
Q3 		$2.98M Buy
9,428
+544
+6% +$185K 0.8% 13
2023
Q2 		$3.09M Buy
8,884
+2,176
+32% +$690K 0.88% 13
2023
Q1 		$2.05M Buy
6,708
+2,040
+44% +$616K 0.64% 17
2022
Q4 		$1.3M Buy
4,668
+1,117
+31% +$306K 0.37% 26
2022
Q3 		$863K Hold
3,551
– – 0.23% 64
2022
Q2 		$966K Sell
3,551
-54
-1% -$16.2K 0.27% 38
2022
Q1 		$1.22M Buy
3,605
+308
+9% +$104K 0.2% 40
2021
Q4 		$1.29M Sell
3,297
-387
-11% -$149K 0.16% 83
2021
Q3 		$1.31M Hold
3,684
– – 0.21% 65
2021
Q2 		$1.33M Buy
3,684
+210
+6% +$69.9K 0.18% 68
2021
Q1 		$1.04M Buy
3,474
+208
+6% +$58.6K 0.13% 82
2020
Q4 		$948K Sell
3,266
-8
-0.2% -$2.24K 0.22% 75
2020
Q3 		$949 Sell
3,274
-156
-5% -$44.5K 0.05% 67
2020
Q2 		$942K Sell
3,430
-156
-4% -$39.6K 0.4% 53
2020
Q1 		$758K Buy
3,586
+156
+5% +$37.9K 0.66% 30
2019
Q4 		$814K Buy
+3,430
New +$762K 0.51% 44

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

AdvisorShares Investments's MCO Position: Q1 2026 in Review

AdvisorShares Investments reduced its Moody's (MCO) stake by 7.5% in Q1 2026, selling an estimated $540K and leaving 14,138 shares worth $6.17M. The position accounts for 1.12% of the portfolio, ranked #24.

AdvisorShares Investments first reported a position in MCO in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.81M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • AdvisorShares Investments held 14,138 shares of Moody's worth $6.17M as of Q1 2026.
  • AdvisorShares Investments sold 1,142 Moody's shares in Q1 2026, an estimated $540K.
  • Moody's made up 1.12% of AdvisorShares Investments's portfolio in Q1 2026, its #24 holding.
  • AdvisorShares Investments first reported a position in Moody's in Q4 2019 and has held it in 26 quarters since.
  • AdvisorShares Investments's Moody's position peaked at $7.81M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.