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

Arkadios 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
-393
Closed -$201K – 1753
2025
Q4 		$201K Sell
393
-122
-24% -$59.5K ﹤0.01% 1452
2025
Q3 		$245K Sell
515
-449
-47% -$226K 0.01% 1252
2025
Q2 		$484K Buy
964
+46
+5% +$21.3K 0.01% 854
2025
Q1 		$428K Buy
+918
New +$442K 0.02% 761
2021
Q4 		– Sell
-90
Closed -$32K – 1285
2021
Q3 		$32K Hold
90
– – ﹤0.01% 1047
2021
Q2 		$32K Buy
90
+78
+650% +$26K ﹤0.01% 1097
2021
Q1 		$3K Sell
12
-245
-95% -$69K ﹤0.01% 1473
2020
Q4 		$74K Buy
257
+159
+162% +$44.5K 0.02% 486
2020
Q3 		$28.3K Buy
98
+8
+9% +$2.28K 0.01% 525
2020
Q2 		$26.2K Buy
+90
New +$22.9K 0.01% 489

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

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

Arkadios Wealth Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 393 shares — an estimated $201K sold.

Arkadios Wealth Advisors first reported a position in MCO in Q2 2020 and held it in 10 quarters. The position peaked at $484K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 393 Moody's shares in Q1 2026, an estimated $201K.
  • Arkadios Wealth Advisors first reported a position in Moody's in Q2 2020 and held it in 10 quarters.
  • Arkadios Wealth Advisors's Moody's position peaked at $484K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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