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Avalon Trust’s Moody's MCO Stock Holding History

Avalon Trust’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 		$10.9K Hold
25
– – ﹤0.01% 394
2025
Q4 		$12.8K Sell
25
-6
-19% -$2.93K ﹤0.01% 370
2025
Q3 		$14.8K Buy
31
+6
+24% +$3.02K ﹤0.01% 404
2025
Q2 		$12.5K Hold
25
– – ﹤0.01% 340
2025
Q1 		$11.6K Hold
25
– – ﹤0.01% 359
2024
Q4 		$11.8K Hold
25
– – ﹤0.01% 313
2024
Q3 		$11.9K Buy
25
+10
+67% +$4.63K ﹤0.01% 280
2024
Q2 		$6.31K Hold
15
– – ﹤0.01% 292
2024
Q1 		$5.9K Hold
15
– – ﹤0.01% 298
2023
Q4 		$5.86K Sell
15
-226
-94% -$78.5K ﹤0.01% 308
2023
Q3 		$76.2K Hold
241
– – 0.01% 167
2023
Q2 		$83.8K Hold
241
– – 0.01% 168
2023
Q1 		$73.8K Buy
+241
New +$72.8K 0.01% 171

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

Avalon Trust's MCO Position: Q1 2026 in Review

Avalon Trust held its Moody's (MCO) position steady in Q1 2026 at 25 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Avalon Trust first reported a position in MCO in Q1 2023 and has held it in 13 quarters since. The position peaked at $83.8K in Q2 2023. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Avalon Trust held 25 shares of Moody's worth $10.9K as of Q1 2026.
  • Avalon Trust left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #394 holding.
  • Avalon Trust first reported a position in Moody's in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Moody's position peaked at $83.8K in Q2 2023.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.