Pinnacle Wealth Management Advisory Group’s Moody's MCO Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$338K	Sell	774 -7	-0.9%	-$3.31K	0.02%	373
2025 Q4	$399K	Buy	781 +4	+0.5%	+$1.95K	0.03%	326
2025 Q3	$370K	Sell	777 -96	-11%	-$48.4K	0.03%	276
2025 Q2	$438K	Buy	873 +66	+8%	+$30.6K	0.04%	236
2025 Q1	$376K	Buy	807 +12	+2%	+$5.78K	0.04%	252
2024 Q4	$376K	Buy	795 +1	+0.1%	+$477	0.04%	247
2024 Q3	$377K	Sell	794 -3	-0.4%	-$1.39K	0.04%	237
2024 Q2	$335K	Buy	797 +154	+24%	+$61.3K	0.03%	251
2024 Q1	$253K	Buy	643 +16	+3%	+$6.17K	0.03%	294
2023 Q4	$245K	Buy	+627	New	+$218K	0.03%	289
2023 Q3	–	Sell	-625	Closed	-$217K	–	330
2023 Q2	$217K	Buy	+625	New	+$198K	0.03%	295

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

Pinnacle Wealth Management Advisory Group's MCO Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Moody's (MCO) stake by 0.9% in Q1 2026, selling an estimated $3.31K and leaving 774 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #373.

Pinnacle Wealth Management Advisory Group first reported a position in MCO in Q2 2023 and has held it in 11 quarters since. The position peaked at $438K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 774 shares of Moody's worth $338K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 7 Moody's shares in Q1 2026, an estimated $3.31K.
Moody's made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #373 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Moody's in Q2 2023 and has held it in 11 quarters since.
Pinnacle Wealth Management Advisory Group's Moody's position peaked at $438K in Q2 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.