Empower Advisory Group
MCO icon

Empower Advisory Group’s Moody's MCO Stock Holding History

Empower Advisory Group’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 		$622K Buy
1,425
+395
+38% +$187K ﹤0.01% 296
2025
Q4 		$526K Sell
1,030
-144
-12% -$70.3K ﹤0.01% 334
2025
Q3 		$559K Sell
1,174
-24
-2% -$12.1K ﹤0.01% 323
2025
Q2 		$601K Sell
1,198
-71
-6% -$32.9K ﹤0.01% 301
2025
Q1 		$591K Sell
1,269
-11
-0.9% -$5.3K ﹤0.01% 296
2024
Q4 		$606K Buy
1,280
+76
+6% +$36.3K ﹤0.01% 298
2024
Q3 		$571K Sell
1,204
-334
-22% -$155K ﹤0.01% 297
2024
Q2 		$647K Sell
1,538
-7
-0.5% -$2.79K ﹤0.01% 271
2024
Q1 		$607K Buy
1,545
+16
+1% +$6.17K ﹤0.01% 280
2023
Q4 		$597K Sell
1,529
-2
-0.1% -$695 ﹤0.01% 283
2023
Q3 		$484K Sell
1,531
-1
-0.1% -$340 ﹤0.01% 299
2023
Q2 		$533K Sell
1,532
-9
-0.6% -$2.85K ﹤0.01% 300
2023
Q1 		$469K Buy
+1,541
New +$466K ﹤0.01% 313

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

Empower Advisory Group's MCO Position: Q1 2026 in Review

Empower Advisory Group increased its Moody's (MCO) stake by 38% in Q1 2026, buying an estimated $187K and bringing the position to 1,425 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Empower Advisory Group first reported a position in MCO in Q1 2023 and has held it in 13 quarters since. The position peaked at $647K in Q2 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Empower Advisory Group held 1,425 shares of Moody's worth $622K as of Q1 2026.
  • Empower Advisory Group bought 395 Moody's shares in Q1 2026, an estimated $187K.
  • Moody's made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #296 holding.
  • Empower Advisory Group first reported a position in Moody's in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Moody's position peaked at $647K in Q2 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.