RFA
MCO icon

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

Resurgent 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
-1,285
Closed -$656K – 270
2025
Q4 		$656K Sell
1,285
-273
-18% -$133K 0.33% 88
2025
Q3 		$742K Sell
1,558
-296
-16% -$149K 0.36% 73
2025
Q2 		$930K Buy
1,854
+89
+5% +$41.2K 0.51% 54
2025
Q1 		$822K Sell
1,765
-17
-1% -$8.19K 0.49% 58
2024
Q4 		$844K Buy
1,782
+404
+29% +$193K 0.5% 57
2024
Q3 		$654K Sell
1,378
-114
-8% -$52.8K 0.38% 77
2024
Q2 		$628K Buy
1,492
+345
+30% +$137K 0.39% 76
2024
Q1 		$451K Buy
1,147
+148
+15% +$57.1K 0.24% 114
2023
Q4 		$390K Buy
999
+50
+5% +$17.4K 0.24% 111
2023
Q3 		$300K Sell
949
-59
-6% -$20.1K 0.2% 112
2023
Q2 		$351K Buy
+1,008
New +$320K 0.23% 98
2023
Q1 		– Sell
-78
Closed -$21.7K – 576
2022
Q4 		$21.7K Buy
+78
New +$21.3K 0.01% 599

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

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

Resurgent Financial Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 1,285 shares — an estimated $656K sold.

Resurgent Financial Advisors first reported a position in MCO in Q4 2022 and held it in 12 quarters. The position peaked at $930K in Q2 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Resurgent Financial Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,285 Moody's shares in Q1 2026, an estimated $656K.
  • Resurgent Financial Advisors first reported a position in Moody's in Q4 2022 and held it in 12 quarters.
  • Resurgent Financial Advisors's Moody's position peaked at $930K in Q2 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.