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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
Q2 		$475K Buy
1,049
+14
+1% +$6.29K 0.02% 163
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 $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

Aviso Financial's MCO Position: Q2 2026 in Review

Aviso Financial increased its Moody's (MCO) stake by 1.4% in Q2 2026, buying an estimated $6.29K and bringing the position to 1,049 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #163.

Aviso Financial first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $947K in Q2 2024. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Aviso Financial held 1,049 shares of Moody's worth $475K as of Q2 2026.
  • Aviso Financial bought 14 Moody's shares in Q2 2026, an estimated $6.29K.
  • Moody's made up 0.02% of Aviso Financial's portfolio in Q2 2026, its #163 holding.
  • Aviso Financial first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Moody's position peaked at $947K in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.