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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
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% +$5.09K ﹤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% +$2.79K ﹤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 +$4.75K ﹤0.01% 384

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

Avion Wealth's MCO Position: Q1 2026 in Review

Avion Wealth increased its Moody's (MCO) stake by 9.4% in Q1 2026, buying an estimated $1.42K and bringing the position to 35 shares worth $15K. 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 12 quarters since. The position peaked at $17K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Avion Wealth held 35 shares of Moody's worth $15K as of Q1 2026.
  • Avion Wealth bought 3 Moody's shares in Q1 2026, an estimated $1.42K.
  • Moody's made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #392 holding.
  • Avion Wealth first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
  • Avion Wealth's Moody's position peaked at $17K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.