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Great Valley Advisor Group’s Moody's MCO Stock Holding History

Great Valley Advisor 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 		$363K Buy
831
+12
+1% +$5.68K 0.01% 764
2025
Q4 		$418K Sell
819
-28
-3% -$13.7K 0.01% 680
2025
Q3 		$404K Hold
847
– – 0.01% 684
2025
Q2 		$425K Buy
847
+2
+0.2% +$926 0.01% 651
2025
Q1 		$393K Sell
845
-34
-4% -$16.4K 0.01% 649
2024
Q4 		$416K Sell
879
-2
-0.2% -$955 0.01% 612
2024
Q3 		$418K Sell
881
-43
-5% -$19.9K 0.01% 605
2024
Q2 		$389K Buy
924
+15
+2% +$5.97K 0.01% 594
2024
Q1 		$357K Buy
909
+52
+6% +$20.1K 0.01% 564
2023
Q4 		$335K Buy
857
+152
+22% +$52.8K 0.01% 551
2023
Q3 		$223K Buy
705
+88
+14% +$29.9K 0.01% 608
2023
Q2 		$215K Buy
+617
New +$196K 0.01% 644

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

Great Valley Advisor Group's MCO Position: Q1 2026 in Review

Great Valley Advisor Group increased its Moody's (MCO) stake by 1.5% in Q1 2026, buying an estimated $5.68K and bringing the position to 831 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #764.

Great Valley Advisor Group first reported a position in MCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $425K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Great Valley Advisor Group held 831 shares of Moody's worth $363K as of Q1 2026.
  • Great Valley Advisor Group bought 12 Moody's shares in Q1 2026, an estimated $5.68K.
  • Moody's made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #764 holding.
  • Great Valley Advisor Group first reported a position in Moody's in Q2 2023 and has held it in 12 quarters since.
  • Great Valley Advisor Group's Moody's position peaked at $425K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.