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Advyzon Investment Management’s Moody's MCO Stock Holding History

Advyzon Investment Management’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 		$289K Buy
663
+30
+5% +$14.2K 0.03% 544
2025
Q4 		$324K Buy
633
+190
+43% +$92.7K 0.04% 428
2025
Q3 		$211K Buy
443
+34
+8% +$17.1K 0.04% 435
2025
Q2 		$205K Buy
+409
New +$189K 0.05% 364

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

Advyzon Investment Management's MCO Position: Q1 2026 in Review

Advyzon Investment Management increased its Moody's (MCO) stake by 4.7% in Q1 2026, buying an estimated $14.2K and bringing the position to 663 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #544.

Advyzon Investment Management first reported a position in MCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Advyzon Investment Management held 663 shares of Moody's worth $289K as of Q1 2026.
  • Advyzon Investment Management bought 30 Moody's shares in Q1 2026, an estimated $14.2K.
  • Moody's made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #544 holding.
  • Advyzon Investment Management first reported a position in Moody's in Q2 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's Moody's position peaked at $324K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.