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Arete Wealth Advisors’s Moody's MCO Stock Holding History

Arete Wealth Advisors’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
-4,654
Closed -$2.38M – 563
2025
Q4 		$2.38M Sell
4,654
-121
-3% -$59K 0.14% 149
2025
Q3 		$2.27M Sell
4,775
-149
-3% -$75.1K 0.14% 145
2025
Q2 		$2.47M Sell
4,924
-589
-11% -$273K 0.18% 119
2025
Q1 		$2.57M Buy
5,513
+142
+3% +$68.4K 0.2% 110
2024
Q4 		$2.54M Buy
5,371
+106
+2% +$50.6K 0.18% 114
2024
Q3 		$2.5M Buy
5,265
+39
+0.7% +$18.1K 0.21% 104
2024
Q2 		$2.2M Buy
+5,226
New +$2.08M 0.18% 118
2024
Q1 		– Sell
-4,969
Closed -$1.94M – 583
2023
Q4 		$1.94M Sell
4,969
-120
-2% -$41.7K 0.15% 141
2023
Q3 		$1.61M Buy
5,089
+464
+10% +$158K 0.28% 80
2023
Q2 		$1.61M Sell
4,625
-382
-8% -$121K 0.14% 152
2023
Q1 		$1.53M Sell
5,007
-56
-1% -$16.9K 0.12% 149
2022
Q4 		$1.41B Sell
5,063
-345
-6% -$94.4K 0.12% 147
2022
Q3 		$1.31M Buy
5,408
+106
+2% +$30.8K 0.13% 141
2022
Q2 		$1.44M Sell
5,302
-49
-0.9% -$14.7K 0.15% 115
2022
Q1 		$1.81M Sell
5,351
-2
-0% -$673 0.15% 123
2021
Q4 		$2.09M Sell
5,353
-14
-0.3% -$5.4K 0.18% 110
2021
Q3 		$1.91M Buy
+5,367
New +$2.02M 0.21% 102
2021
Q2 		– Sell
-5,554
Closed -$1.66M – 417
2021
Q1 		$1.66M Buy
5,554
+12
+0.2% +$3.38K 0.21% 103
2020
Q4 		$1.62M Sell
5,542
-145
-3% -$40.6K 0.23% 96
2020
Q3 		$1.67M Buy
5,687
+18
+0.3% +$5.14K 0.25% 97
2020
Q2 		$1.56M Buy
+5,669
New +$1.44M 0.27% 97

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

Arete Wealth Advisors's MCO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 4,654 shares — an estimated $2.38M sold.

Arete Wealth Advisors first reported a position in MCO in Q2 2020 and held it in 21 quarters. The position peaked at $1.41B in Q4 2022. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,654 Moody's shares in Q1 2026, an estimated $2.38M.
  • Arete Wealth Advisors first reported a position in Moody's in Q2 2020 and held it in 21 quarters.
  • Arete Wealth Advisors's Moody's position peaked at $1.41B in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.