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Aviso Financial’s Moody's MCO Stock Holding History

Aviso Financial’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 		$452K Sell
1,035
-672
-39% -$318K 0.02% 191
2025
Q4 		$872K Sell
1,707
-38
-2% -$18.5K 0.03% 162
2025
Q3 		$831K Buy
1,745
+20
+1% +$10.1K 0.03% 175
2025
Q2 		$865K Buy
1,725
+276
+19% +$128K 0.04% 164
2025
Q1 		$675K Buy
1,449
+62
+4% +$29.9K 0.03% 180
2024
Q4 		$657K Buy
1,387
+18
+1% +$8.59K 0.03% 186
2024
Q3 		$650K Sell
1,369
-879
-39% -$407K 0.03% 186
2024
Q2 		$947K Buy
+2,248
New +$894K 0.05% 138

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

Aviso Financial's MCO Position: Q1 2026 in Review

Aviso Financial reduced its Moody's (MCO) stake by 39% in Q1 2026, selling an estimated $318K and leaving 1,035 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #191.

Aviso Financial first reported a position in MCO in Q2 2024 and has held it in 8 quarters since. The position peaked at $947K in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Aviso Financial held 1,035 shares of Moody's worth $452K as of Q1 2026.
  • Aviso Financial sold 672 Moody's shares in Q1 2026, an estimated $318K.
  • Moody's made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #191 holding.
  • Aviso Financial first reported a position in Moody's in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Moody's position peaked at $947K in Q2 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.