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

Avanda 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 		– Sell
-2,350
Closed -$1.2M – 29
2025
Q4 		$1.2M Sell
2,350
-50
-2% -$24.4K 1.19% 16
2025
Q3 		$1.14M Hold
2,400
– – 0.9% 16
2025
Q2 		$1.2M Sell
2,400
-200
-8% -$92.6K 0.4% 22
2025
Q1 		$1.21M Buy
+2,600
New +$1.25M 0.43% 24
2024
Q4 		– Sell
-8,082
Closed -$3.84M – 40
2024
Q3 		$3.84M Sell
8,082
-9,486
-54% -$4.4M 0.75% 21
2024
Q2 		$7.39M Sell
17,568
-6,605
-27% -$2.63M 1.12% 18
2024
Q1 		$9.5M Buy
+24,173
New +$9.32M 1.27% 24

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

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

Avanda Investment Management sold out of Moody's (MCO) in Q1 2026, closing a stake of 2,350 shares — an estimated $1.2M sold.

Avanda Investment Management first reported a position in MCO in Q1 2024 and held it in 7 quarters. The position peaked at $9.5M in Q1 2024. 1,374 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Avanda Investment Management reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Avanda Investment Management sold 2,350 Moody's shares in Q1 2026, an estimated $1.2M.
  • Avanda Investment Management first reported a position in Moody's in Q1 2024 and held it in 7 quarters.
  • Avanda Investment Management's Moody's position peaked at $9.5M in Q1 2024.
  • 1,374 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Avanda Investment Management's 13F filing for Q1 2026, filed 5 May 2026.