SageView Advisory Group’s Moody's MCO Stock Holding History

SageView 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	–	Sell	-345	Closed	-$176K	–	1680
2025 Q4	$176K	Buy	+345	New	+$168K	0.01%	637

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.55% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

SageView Advisory Group's MCO Position: Q1 2026 in Review

SageView Advisory Group sold out of Moody's (MCO) in Q1 2026, closing a stake of 345 shares — an estimated $176K sold.

SageView Advisory Group first reported a position in MCO in Q4 2025 and held it in 1 quarter. The position peaked at $176K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

SageView Advisory Group reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 345 Moody's shares in Q1 2026, an estimated $176K.
SageView Advisory Group first reported a position in Moody's in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Moody's position peaked at $176K in Q4 2025.
1,387 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.