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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
Q2 		– Sell
-5
Closed -$2.22K – 874
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
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

Financial Network Wealth Advisors's MCO Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of Moody's (MCO) in Q2 2026, closing a stake of 5 shares — an estimated $2.22K sold.

Financial Network Wealth Advisors first reported a position in MCO in Q2 2024 and held it in 7 quarters. The position peaked at $4.75K in Q3 2024. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Financial Network Wealth Advisors reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 5 Moody's shares in Q2 2026, an estimated $2.22K.
  • Financial Network Wealth Advisors first reported a position in Moody's in Q2 2024 and held it in 7 quarters.
  • Financial Network Wealth Advisors's Moody's position peaked at $4.75K in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.