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Kestra Advisory Services’s Moody's MCO Stock Holding History

Kestra Advisory Services’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 		$17.5M Sell
40,054
-2,664
-6% -$1.26M 0.07% 295
2025
Q4 		$21.8M Sell
42,718
-1,152
-3% -$562K 0.09% 230
2025
Q3 		$20.9M Sell
43,870
-732
-2% -$369K 0.1% 212
2025
Q2 		$22.4M Sell
44,602
-195
-0.4% -$90.3K 0.11% 178
2025
Q1 		$20.9M Buy
44,797
+4,330
+11% +$2.09M 0.1% 159
2024
Q4 		$19.2M Sell
40,467
-1,341
-3% -$640K 0.1% 192
2024
Q3 		$19.8M Sell
41,808
-638
-2% -$296K 0.11% 194
2024
Q2 		$17.8M Sell
42,446
-171
-0.4% -$68K 0.1% 214
2024
Q1 		$16.7M Buy
42,617
+366
+0.9% +$141K 0.11% 178
2023
Q4 		$16.5M Buy
42,251
+602
+1% +$209K 0.13% 152
2023
Q3 		$13.2M Buy
41,649
+271
+0.7% +$92.2K 0.13% 177
2023
Q2 		$14.4M Sell
41,378
-2
-0% -$634 0.14% 156
2023
Q1 		$12.7M Sell
41,380
-4,102
-9% -$1.24M 0.14% 168
2022
Q4 		$12.7M Buy
45,482
+3,349
+8% +$916K 0.11% 212
2022
Q3 		$10.2M Sell
42,133
-1,149
-3% -$334K 0.11% 210
2022
Q2 		$11.8M Buy
43,282
+1,865
+5% +$558K 0.12% 183
2022
Q1 		$14M Buy
41,417
+978
+2% +$329K 0.15% 156
2021
Q4 		$15.8M Sell
40,439
-539
-1% -$208K 0.16% 144
2021
Q3 		$14.6M Buy
40,978
+202
+0.5% +$76.1K 0.15% 160
2021
Q2 		$14.8M Buy
40,776
+95
+0.2% +$31.6K 0.17% 137
2021
Q1 		$12.1M Buy
40,681
+1,026
+3% +$289K 0.15% 157
2020
Q4 		$11.3M Buy
39,655
+332
+0.8% +$92.9K 0.13% 184
2020
Q3 		$11.4M Buy
+39,323
New +$11.2M 0.21% 124

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

Kestra Advisory Services's MCO Position: Q1 2026 in Review

Kestra Advisory Services reduced its Moody's (MCO) stake by 6.2% in Q1 2026, selling an estimated $1.26M and leaving 40,054 shares worth $17.5M. The position accounts for 0.07% of the portfolio, ranked #295.

Kestra Advisory Services first reported a position in MCO in Q3 2020 and has held it in 23 quarters since. The position peaked at $22.4M in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Kestra Advisory Services held 40,054 shares of Moody's worth $17.5M as of Q1 2026.
  • Kestra Advisory Services sold 2,664 Moody's shares in Q1 2026, an estimated $1.26M.
  • Moody's made up 0.07% of Kestra Advisory Services's portfolio in Q1 2026, its #295 holding.
  • Kestra Advisory Services first reported a position in Moody's in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Moody's position peaked at $22.4M in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.