Financial Network Wealth Advisors’s Moody's MCO Stock Holding History

Financial Network 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	$2.22K	Buy	5 +3	+150%	+$1.42K	﹤0.01%	650
2025 Q4	$1.02K	Hold	2	–	–	﹤0.01%	787
2025 Q3	$953	Hold	2	–	–	﹤0.01%	794
2025 Q2	$1K	Hold	2	–	–	﹤0.01%	774
2025 Q1	$931	Buy	+2	New	+$964	﹤0.01%	720
2024 Q4	–	Sell	-10	Closed	-$4.75K	–	701
2024 Q3	$4.75K	Buy	10 +3	+43%	+$1.39K	﹤0.01%	533
2024 Q2	$2.95K	Buy	+7	New	+$2.79K	﹤0.01%	671

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Financial Network Wealth Advisors's MCO Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Moody's (MCO) stake by 150% in Q1 2026, buying an estimated $1.42K and bringing the position to 5 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Financial Network Wealth Advisors first reported a position in MCO in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.75K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Financial Network Wealth Advisors held 5 shares of Moody's worth $2.22K as of Q1 2026.
Financial Network Wealth Advisors bought 3 Moody's shares in Q1 2026, an estimated $1.42K.
Moody's made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #650 holding.
Financial Network Wealth Advisors first reported a position in Moody's in Q2 2024 and has held it in 7 quarters since.
Financial Network Wealth Advisors's Moody's position peaked at $4.75K in Q3 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.