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Avidian Wealth Enterprises’s Moody's MCO Stock Holding History

Avidian Wealth Enterprises’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 		$354K Sell
811
-481
-37% -$228K 0.01% 511
2025
Q4 		$660K Buy
1,292
+63
+5% +$30.7K 0.02% 308
2025
Q3 		$585K Buy
1,229
+245
+25% +$124K 0.02% 335
2025
Q2 		$494K Buy
984
+477
+94% +$221K 0.02% 339
2025
Q1 		$236K Buy
507
+80
+19% +$38.5K 0.01% 470
2024
Q4 		$202K Buy
+427
New +$204K 0.01% 488
2020
Q3 		– Sell
-1,115
Closed -$306K – 293
2020
Q2 		$306K Buy
+1,115
New +$283K 0.04% 192

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

Avidian Wealth Enterprises's MCO Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Moody's (MCO) stake by 37% in Q1 2026, selling an estimated $228K and leaving 811 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #511.

Avidian Wealth Enterprises first reported a position in MCO in Q2 2020 and has held it in 7 quarters since. The position peaked at $660K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Avidian Wealth Enterprises held 811 shares of Moody's worth $354K as of Q1 2026.
  • Avidian Wealth Enterprises sold 481 Moody's shares in Q1 2026, an estimated $228K.
  • Moody's made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #511 holding.
  • Avidian Wealth Enterprises first reported a position in Moody's in Q2 2020 and has held it in 7 quarters since.
  • Avidian Wealth Enterprises's Moody's position peaked at $660K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.