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Fi3 Financial Advisors’s Moody's MCO Stock Holding History

Fi3 Financial 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
Q2 		$207K Buy
2,155
+1,250
+138% +$561K 0.05% 226
2026
Q1 		$395K Buy
+905
New +$428K 0.11% 99

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

Fi3 Financial Advisors's MCO Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Moody's (MCO) stake by 138% in Q2 2026, buying an estimated $561K and bringing the position to 2,155 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #226.

Fi3 Financial Advisors first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $395K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Fi3 Financial Advisors held 2,155 shares of Moody's worth $207K as of Q2 2026.
  • Fi3 Financial Advisors bought 1,250 Moody's shares in Q2 2026, an estimated $561K.
  • Moody's made up 0.05% of Fi3 Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • Fi3 Financial Advisors first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • Fi3 Financial Advisors's Moody's position peaked at $395K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.