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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
Q2 		$440K Buy
971
+160
+20% +$71.9K 0.01% 506
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 $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's MCO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Moody's (MCO) stake by 20% in Q2 2026, buying an estimated $71.9K and bringing the position to 971 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #506.

Avidian Wealth Enterprises first reported a position in MCO in Q2 2020 and has held it in 8 quarters since. The position peaked at $660K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Avidian Wealth Enterprises held 971 shares of Moody's worth $440K as of Q2 2026.
  • Avidian Wealth Enterprises bought 160 Moody's shares in Q2 2026, an estimated $71.9K.
  • Moody's made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #506 holding.
  • Avidian Wealth Enterprises first reported a position in Moody's in Q2 2020 and has held it in 8 quarters since.
  • Avidian Wealth Enterprises's Moody's position peaked at $660K in Q4 2025.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.