Level Four Advisory Services’s Moody's MCO Stock Holding History

Level Four 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	$202K	Sell	462 -15	-3%	-$7.1K	0.01%	830
2025 Q4	$244K	Buy	477 +34	+8%	+$16.6K	0.01%	744
2025 Q3	$211K	Sell	443 -45	-9%	-$22.7K	0.01%	761
2025 Q2	$245K	Sell	488 -17	-3%	-$7.87K	0.01%	696
2025 Q1	$235K	Buy	505 +11	+2%	+$5.3K	0.01%	689
2024 Q4	$234K	Sell	494 -115	-19%	-$54.9K	0.01%	688
2024 Q3	$277K	Sell	609 -3,165	-84%	-$1.47M	0.01%	649
2024 Q2	$1.59M	Sell	3,774 -411	-10%	-$164K	0.07%	265
2024 Q1	$1.63M	Buy	4,185 +295	+8%	+$114K	0.09%	234
2023 Q4	$1.52M	Sell	3,890 -184	-5%	-$63.9K	0.09%	240
2023 Q3	$1.29M	Sell	4,074 -1,196	-23%	-$407K	0.08%	246
2023 Q2	$1.83M	Sell	5,270 -3,473	-40%	-$1.1M	0.11%	201
2023 Q1	$2.68M	Buy	8,743 +957	+12%	+$289K	0.18%	139
2022 Q4	$2.17M	Sell	7,786 -2,838	-27%	-$776K	0.16%	152
2022 Q3	$2.58M	Buy	10,624 +859	+9%	+$250K	0.25%	103
2022 Q2	$2.66M	Buy	9,765 +1,181	+14%	+$353K	0.25%	113
2022 Q1	$2.9M	Buy	8,584 +763	+10%	+$257K	0.23%	118
2021 Q4	$3.06M	Buy	7,821 +1,621	+26%	+$625K	0.23%	114
2021 Q3	$2.2M	Sell	6,200 -414	-6%	-$156K	0.23%	114
2021 Q2	$2.4M	Buy	6,614 +906	+16%	+$302K	0.17%	144
2021 Q1	$1.7M	Buy	5,708 +1,482	+35%	+$417K	0.13%	173
2020 Q4	$1.23M	Sell	4,226 -1,815	-30%	-$508K	0.1%	209
2020 Q3	$1.75M	Sell	6,041 -912	-13%	-$260K	0.13%	162
2020 Q2	$1.91M	Sell	6,953 -226	-3%	-$57.4K	0.15%	155
2020 Q1	$1.51M	Sell	7,179 -91	-1%	-$22.1K	0.18%	136
2019 Q4	$11.7M	Buy	7,270 +791	+12%	+$176K	0.46%	63
2019 Q3	$1.33M	Sell	6,479 -1,251	-16%	-$262K	0.14%	164
2019 Q2	$1.51M	Sell	7,730 -2	-0%	-$380	0.15%	146
2019 Q1	$1.4M	Buy	7,732 +1,353	+21%	+$222K	0.15%	146
2018 Q4	$893K	Buy	6,379 +1,025	+19%	+$155K	0.11%	190
2018 Q3	$895K	Sell	5,354 -2,682	-33%	-$472K	0.1%	218
2018 Q2	$1.37M	Sell	8,036 -1,116	-12%	-$189K	0.1%	194
2018 Q1	$1.48M	Sell	9,152 -256	-3%	-$41.4K	0.11%	168
2017 Q4	$1.39M	Sell	9,408 -1,205	-11%	-$177K	0.11%	176
2017 Q3	$1.48M	Buy	10,613 +5,407	+104%	+$711K	0.13%	154
2017 Q2	$589K	Sell	5,206 -7,283	-58%	-$852K	0.09%	224
2017 Q1	$1.41M	Sell	12,489 -1,974	-14%	-$212K	0.14%	150
2016 Q4	$1.36M	Buy	+14,463	New	+$1.46M	0.17%	130

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Level Four Advisory Services's MCO Position: Q1 2026 in Review

Level Four Advisory Services reduced its Moody's (MCO) stake by 3.1% in Q1 2026, selling an estimated $7.1K and leaving 462 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #830.

Level Four Advisory Services first reported a position in MCO in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.7M in Q4 2019. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Level Four Advisory Services held 462 shares of Moody's worth $202K as of Q1 2026.
Level Four Advisory Services sold 15 Moody's shares in Q1 2026, an estimated $7.1K.
Moody's made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #830 holding.
Level Four Advisory Services first reported a position in Moody's in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Moody's position peaked at $11.7M in Q4 2019.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.