Pathway Financial Advisors’s Moody's MCO Stock Holding History

Pathway Financial 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	-600	Closed	-$320K	–	142
2025 Q4	$320K	Hold	600	–	–	0.04%	112
2025 Q3	$286K	Hold	600	–	–	0.04%	114
2025 Q2	$301K	Hold	600	–	–	0.04%	106
2025 Q1	$279K	Hold	600	–	–	0.05%	136
2024 Q4	$284K	Hold	600	–	–	0.07%	128
2024 Q3	$285K	Hold	600	–	–	0.07%	127
2024 Q2	$253K	Hold	600	–	–	0.07%	137
2024 Q1	$236K	Hold	600	–	–	0.06%	144
2023 Q4	$234K	Buy	+600	New	+$209K	0.07%	133
2023 Q3	–	Sell	-600	Closed	-$209K	–	142
2023 Q2	$209K	Buy	+600	New	+$190K	0.07%	125
2022 Q2	–	Sell	-600	Closed	-$202K	–	141
2022 Q1	$202K	Hold	600	–	–	0.08%	137
2021 Q4	$206K	Buy	+600	New	+$231K	0.07%	132
2020 Q2	–	Sell	-1,200	Closed	-$251K	–	103
2020 Q1	$251K	Hold	1,200	–	–	0.08%	73
2019 Q4	$308K	Buy	+1,200	New	+$267K	0.09%	82

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

Pathway Financial Advisors's MCO Position: Q1 2026 in Review

Pathway Financial Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 600 shares — an estimated $320K sold.

Pathway Financial Advisors first reported a position in MCO in Q4 2019 and held it in 14 quarters. The position peaked at $320K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Pathway Financial Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
Pathway Financial Advisors sold 600 Moody's shares in Q1 2026, an estimated $320K.
Pathway Financial Advisors first reported a position in Moody's in Q4 2019 and held it in 14 quarters.
Pathway Financial Advisors's Moody's position peaked at $320K in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Pathway Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.