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Avestar Capital’s Moody's MCO Stock Holding History

Avestar Capital’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
-888
Closed -$454K – 540
2025
Q4 		$454K Sell
888
-1
-0.1% -$488 0.03% 359
2025
Q3 		$424K Buy
889
+254
+40% +$128K 0.03% 368
2025
Q2 		$319K Sell
635
-92
-13% -$42.6K 0.02% 381
2025
Q1 		$339K Sell
727
-66
-8% -$31.8K 0.03% 351
2024
Q4 		$375K Buy
793
+66
+9% +$31.5K 0.03% 341
2024
Q3 		$345K Buy
727
+57
+9% +$26.4K 0.04% 310
2024
Q2 		$282K Buy
670
+58
+9% +$23.1K 0.03% 344
2024
Q1 		$241K Buy
+612
New +$236K 0.03% 388
2022
Q2 		– Sell
-5,609
Closed -$1.89M – 366
2022
Q1 		$1.89M Sell
5,609
-88
-2% -$29.6K 0.3% 64
2021
Q4 		$2.23M Buy
5,697
+387
+7% +$149K 0.27% 78
2021
Q3 		$1.89M Buy
5,310
+261
+5% +$98.4K 0.24% 98
2021
Q2 		$1.83M Buy
5,049
+1,642
+48% +$547K 0.25% 100
2021
Q1 		$1.09M Buy
3,407
+1,892
+125% +$533K 0.24% 89
2020
Q4 		$440K Buy
+1,515
New +$424K 0.12% 150
2019
Q3 		– Sell
-114
Closed -$18K – 565
2019
Q2 		$18K Hold
114
– – 0.01% 405
2019
Q1 		$17K Sell
114
-6
-5% -$986 0.01% 395
2018
Q4 		$13K Buy
120
+22
+22% +$3.32K 0.01% 402
2018
Q3 		$14K Sell
98
-56
-36% -$9.85K 0.01% 414
2018
Q2 		$22K Buy
154
+2
+1% +$339 0.01% 341
2018
Q1 		$21K Sell
152
-5
-3% -$809 0.01% 332
2017
Q4 		$20K Buy
+157
New +$23K 0.01% 345

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

Avestar Capital's MCO Position: Q1 2026 in Review

Avestar Capital sold out of Moody's (MCO) in Q1 2026, closing a stake of 888 shares — an estimated $454K sold.

Avestar Capital first reported a position in MCO in Q4 2017 and held it in 21 quarters. The position peaked at $2.23M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Avestar Capital reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Avestar Capital sold 888 Moody's shares in Q1 2026, an estimated $454K.
  • Avestar Capital first reported a position in Moody's in Q4 2017 and held it in 21 quarters.
  • Avestar Capital's Moody's position peaked at $2.23M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.