AW
MCO icon

Avion Wealth’s Moody's MCO Stock Holding History

Avion Wealth’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
Q3 		$20K Buy
45
+4
+10% +$1.94K ﹤0.01% 392
2026
Q2 		$18K Buy
41
+6
+17% +$2.7K ﹤0.01% 409
2026
Q1 		$15K Buy
35
+3
+9% +$1.42K ﹤0.01% 392
2025
Q4 		$16K Sell
32
-3
-9% -$1.46K ﹤0.01% 390
2025
Q3 		$16K Buy
35
+1
+3% +$504 ﹤0.01% 377
2025
Q2 		$17K Buy
34
+11
+48% +$5.1K ﹤0.01% 349
2025
Q1 		$10K Hold
23
– – ﹤0.01% 398
2024
Q4 		$10K Sell
23
-2
-8% -$955 ﹤0.01% 397
2024
Q3 		$11K Buy
25
+2
+9% +$927 ﹤0.01% 357
2024
Q2 		$9K Buy
23
+7
+44% +$2.78K ﹤0.01% 355
2024
Q1 		$7K Sell
16
-1
-6% -$386 ﹤0.01% 392
2023
Q4 		$7K Sell
17
-10
-37% -$3.48K ﹤0.01% 332
2023
Q3 		$7K Buy
27
+12
+80% +$4.08K ﹤0.01% 312
2023
Q2 		$4K Buy
+15
New +$4.76K ﹤0.01% 384

Other funds holding MCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Avion Wealth's MCO Position: Q3 2026 in Review

Avion Wealth increased its Moody's (MCO) stake by 9.8% in Q3 2026, buying an estimated $1.94K and bringing the position to 45 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Avion Wealth first reported a position in MCO in Q2 2023 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Avion Wealth held 45 shares of Moody's worth $20K as of Q3 2026.
  • Avion Wealth bought 4 Moody's shares in Q3 2026, an estimated $1.94K.
  • Moody's made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #392 holding.
  • Avion Wealth first reported a position in Moody's in Q2 2023 and has held it in 14 quarters since.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.