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Cerro Pacific Wealth Advisors’s Moody's MCO Stock Holding History

Cerro Pacific Wealth 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 		– Sell
-394
Closed -$201K – 166
2025
Q4 		$201K Buy
+394
New +$192K 0.05% 150

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 $3.38T AUM 44.17% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Cerro Pacific Wealth Advisors's MCO Position: Q1 2026 in Review

Cerro Pacific Wealth Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 394 shares — an estimated $201K sold.

Cerro Pacific Wealth Advisors first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Cerro Pacific Wealth Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 394 Moody's shares in Q1 2026, an estimated $201K.
  • Cerro Pacific Wealth Advisors first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
  • Cerro Pacific Wealth Advisors's Moody's position peaked at $201K in Q4 2025.
  • 1,387 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.