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Advocate Investing Services’s Moody's MCO Stock Holding History

Advocate Investing Services’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
-4
Closed -$2.04K – 462
2025
Q4 		$2.04K Buy
+4
New +$1.95K ﹤0.01% 342

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Advocate Investing Services's MCO Position: Q1 2026 in Review

Advocate Investing Services sold out of Moody's (MCO) in Q1 2026, closing a stake of 4 shares — an estimated $2.04K sold.

Advocate Investing Services first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $2.04K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Advocate Investing Services reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 4 Moody's shares in Q1 2026, an estimated $2.04K.
  • Advocate Investing Services first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's Moody's position peaked at $2.04K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.