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Foundations Investment Advisors’s Moody's MCO Stock Holding History

Foundations Investment 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
-405
Closed -$207K – 1218
2025
Q4 		$207K Sell
405
-313
-44% -$153K ﹤0.01% 1050
2025
Q3 		$342K Buy
718
+268
+60% +$135K 0.01% 789
2025
Q2 		$226K Sell
450
-10
-2% -$4.63K ﹤0.01% 844
2025
Q1 		$214K Buy
+460
New +$222K ﹤0.01% 806

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Foundations Investment Advisors's MCO Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 405 shares — an estimated $207K sold.

Foundations Investment Advisors first reported a position in MCO in Q1 2025 and held it in 4 quarters. The position peaked at $342K in Q3 2025. 1,381 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 405 Moody's shares in Q1 2026, an estimated $207K.
  • Foundations Investment Advisors first reported a position in Moody's in Q1 2025 and held it in 4 quarters.
  • Foundations Investment Advisors's Moody's position peaked at $342K in Q3 2025.
  • 1,381 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.