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Fiduciary Financial Group’s Moody's MCO Stock Holding History

Fiduciary Financial 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 		– Sell
-725
Closed -$370K – 356
2025
Q4 		$370K Buy
725
+32
+5% +$15.6K 0.05% 231
2025
Q3 		$330K Buy
693
+23
+3% +$11.6K 0.05% 235
2025
Q2 		$337K Buy
+670
New +$310K 0.06% 212

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

Fiduciary Financial Group's MCO Position: Q1 2026 in Review

Fiduciary Financial Group sold out of Moody's (MCO) in Q1 2026, closing a stake of 725 shares — an estimated $370K sold.

Fiduciary Financial Group first reported a position in MCO in Q2 2025 and held it in 3 quarters. The position peaked at $370K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Fiduciary Financial Group reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 725 Moody's shares in Q1 2026, an estimated $370K.
  • Fiduciary Financial Group first reported a position in Moody's in Q2 2025 and held it in 3 quarters.
  • Fiduciary Financial Group's Moody's position peaked at $370K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Fiduciary Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.