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Private Advisor Group’s Moody's MCO Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-300
Closed -$949 – 2401
2023
Q3 		$949 Buy
+300
New +$102K ﹤0.01% 2259

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

Private Advisor Group's MCO Position: Q1 2026 in Review

Private Advisor Group increased its Moody's (MCO) stake by 24% in Q1 2026, buying an estimated $507K and bringing the position to 5,497 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #972.

Private Advisor Group first reported a position in MCO in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.37M in Q3 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Private Advisor Group held 5,497 shares of Moody's worth $2.4M as of Q1 2026.
  • Private Advisor Group bought 1,072 Moody's shares in Q1 2026, an estimated $507K.
  • Moody's made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #972 holding.
  • Private Advisor Group first reported a position in Moody's in Q3 2017 and has held it in 33 quarters since.
  • Private Advisor Group's Moody's position peaked at $3.37M in Q3 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.