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Advisory Resource Group’s Moody's MCO Stock Holding History

Advisory Resource Group’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 		– Sell
-400
Closed -$204K – 182
2025
Q4 		$204K Buy
+400
New +$195K 0.04% 169
2025
Q3 		– Sell
-400
Closed -$201K – 176
2025
Q2 		$201K Buy
+400
New +$185K 0.04% 165

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

Advisory Resource Group's MCO Position: Q1 2026 in Review

Advisory Resource Group sold out of Moody's (MCO) in Q1 2026, closing a stake of 400 shares — an estimated $204K sold.

Advisory Resource Group first reported a position in MCO in Q2 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Advisory Resource Group reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Advisory Resource Group sold 400 Moody's shares in Q1 2026, an estimated $204K.
  • Advisory Resource Group first reported a position in Moody's in Q2 2025 and held it in 2 quarters.
  • Advisory Resource Group's Moody's position peaked at $204K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Advisory Resource Group's 13F filing for Q1 2026, filed 15 May 2026.