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Fortis Capital Advisors’s Moody's MCO Stock Holding History

Fortis Capital 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 		– Sell
-1,623
Closed -$829K – 403
2025
Q4 		$829K Buy
+1,623
New +$792K 0.12% 151
2025
Q2 		– Sell
-1,534
Closed -$714K – 264
2025
Q1 		$714K Buy
+1,534
New +$739K 0.15% 121
2023
Q2 		– Sell
-24
Closed -$7.34K – 415
2023
Q1 		$7.34K Hold
24
– – ﹤0.01% 479
2022
Q4 		$6.69K Buy
+24
New +$6.57K ﹤0.01% 504

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

Fortis Capital Advisors's MCO Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 1,623 shares — an estimated $829K sold.

Fortis Capital Advisors first reported a position in MCO in Q4 2022 and held it in 4 quarters. The position peaked at $829K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Fortis Capital Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,623 Moody's shares in Q1 2026, an estimated $829K.
  • Fortis Capital Advisors first reported a position in Moody's in Q4 2022 and held it in 4 quarters.
  • Fortis Capital Advisors's Moody's position peaked at $829K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.