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Heritage Wealth Advisors’s Moody's MCO Stock Holding History

Heritage 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 		$10.9K Buy
25
+23
+1,150% +$10.9K ﹤0.01% 509
2025
Q4 		$1.02K Hold
2
– – ﹤0.01% 559
2025
Q3 		$953 Hold
2
– – ﹤0.01% 548
2025
Q2 		$1K Hold
2
– – ﹤0.01% 533
2025
Q1 		$931 Sell
2
-1
-33% -$482 ﹤0.01% 536
2024
Q4 		$1.42K Hold
3
– – ﹤0.01% 568
2024
Q3 		$1.42K Buy
+3
New +$1.39K ﹤0.01% 563
2020
Q1 		– Sell
-6
Closed -$1.42K – 528
2019
Q4 		$1.42K Buy
+6
New +$1.33K ﹤0.01% 622

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

Heritage Wealth Advisors's MCO Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Moody's (MCO) stake by 1,150% in Q1 2026, buying an estimated $10.9K and bringing the position to 25 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Heritage Wealth Advisors first reported a position in MCO in Q4 2019 and has held it in 8 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Heritage Wealth Advisors held 25 shares of Moody's worth $10.9K as of Q1 2026.
  • Heritage Wealth Advisors bought 23 Moody's shares in Q1 2026, an estimated $10.9K.
  • Moody's made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #509 holding.
  • Heritage Wealth Advisors first reported a position in Moody's in Q4 2019 and has held it in 8 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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