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IFC Advisors’s Moody's MCO Stock Holding History

IFC 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
-431
Closed -$220K – 169
2025
Q4 		$220K Buy
431
+9
+2% +$4.39K 0.03% 163
2025
Q3 		$201K Sell
422
-40
-9% -$20.2K 0.04% 169
2025
Q2 		$232K Sell
462
-1
-0.2% -$463 0.04% 162
2025
Q1 		$216K Buy
+463
New +$223K 0.05% 159

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

IFC Advisors's MCO Position: Q1 2026 in Review

IFC Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 431 shares — an estimated $220K sold.

IFC Advisors first reported a position in MCO in Q1 2025 and held it in 4 quarters. The position peaked at $232K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • IFC Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • IFC Advisors sold 431 Moody's shares in Q1 2026, an estimated $220K.
  • IFC Advisors first reported a position in Moody's in Q1 2025 and held it in 4 quarters.
  • IFC Advisors's Moody's position peaked at $232K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.