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Elevated Capital Advisors’s Moody's MCO Stock Holding History

Elevated Capital 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 		$3.05K Hold
7
– – ﹤0.01% 605
2025
Q4 		$3.58K Buy
+7
New +$3.42K ﹤0.01% 555

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

Elevated Capital Advisors's MCO Position: Q1 2026 in Review

Elevated Capital Advisors held its Moody's (MCO) position steady in Q1 2026 at 7 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Elevated Capital Advisors first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.58K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Elevated Capital Advisors held 7 shares of Moody's worth $3.05K as of Q1 2026.
  • Elevated Capital Advisors left its Moody's share count unchanged in Q1 2026.
  • Moody's made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #605 holding.
  • Elevated Capital Advisors first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Moody's position peaked at $3.58K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.