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Beacon Pointe Advisors’s Moody's MCO Stock Holding History

Beacon Pointe Advisors’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 		$2.57M Buy
5,901
+3,950
+202% +$1.87M 0.01% 656
2025
Q4 		$997K Sell
1,951
-2,598
-57% -$1.27M 0.01% 834
2025
Q3 		$2.17M Buy
4,549
+2,309
+103% +$1.16M 0.02% 527
2025
Q2 		$1.12M Buy
2,240
+185
+9% +$85.7K 0.01% 637
2025
Q1 		$957K Buy
2,055
+33
+2% +$15.9K 0.01% 650
2024
Q4 		$957K Sell
2,022
-543
-21% -$259K 0.01% 641
2024
Q3 		$1.22M Sell
2,565
-128
-5% -$59.3K 0.01% 580
2024
Q2 		$1.13M Sell
2,693
-1,134
-30% -$451K 0.01% 607
2024
Q1 		$1.5M Sell
3,827
-504
-12% -$194K 0.02% 563
2023
Q4 		$1.69M Sell
4,331
-287
-6% -$99.7K 0.02% 520
2023
Q3 		$1.46M Buy
4,618
+2,331
+102% +$793K 0.02% 529
2023
Q2 		$795K Sell
2,287
-967
-30% -$307K 0.01% 584
2023
Q1 		$996K Buy
3,254
+576
+22% +$174K 0.02% 550
2022
Q4 		$746K Buy
2,678
+462
+21% +$126K 0.01% 577
2022
Q3 		$534K Sell
2,216
-107
-5% -$31.1K 0.01% 615
2022
Q2 		$636K Sell
2,323
-1,223
-34% -$366K 0.01% 583
2022
Q1 		$1.2M Buy
3,546
+2,275
+179% +$765K 0.02% 569
2021
Q4 		$496K Sell
1,271
-50
-4% -$19.3K 0.01% 575
2021
Q3 		$469K Sell
1,321
-220
-14% -$82.9K 0.01% 555
2021
Q2 		$558K Buy
+1,541
New +$513K 0.02% 460

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

Beacon Pointe Advisors's MCO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Moody's (MCO) stake by 202% in Q1 2026, buying an estimated $1.87M and bringing the position to 5,901 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #656.

Beacon Pointe Advisors first reported a position in MCO in Q2 2021 and has held it in 20 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Beacon Pointe Advisors held 5,901 shares of Moody's worth $2.57M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,950 Moody's shares in Q1 2026, an estimated $1.87M.
  • Moody's made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #656 holding.
  • Beacon Pointe Advisors first reported a position in Moody's in Q2 2021 and has held it in 20 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.