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Savvy Advisors Inc’s Moody's MCO Stock Holding History

Savvy Advisors Inc’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 		$713K Buy
1,634
+466
+40% +$220K 0.02% 540
2025
Q4 		$597K Buy
1,168
+135
+13% +$65.9K 0.02% 511
2025
Q3 		$492K Buy
1,033
+77
+8% +$38.8K 0.02% 429
2025
Q2 		$480K Buy
+956
New +$443K 0.03% 363
2025
Q1 		– Sell
-432
Closed -$205K – 532
2024
Q4 		$205K Buy
+432
New +$206K 0.02% 432

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

Savvy Advisors Inc's MCO Position: Q1 2026 in Review

Savvy Advisors Inc increased its Moody's (MCO) stake by 40% in Q1 2026, buying an estimated $220K and bringing the position to 1,634 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #540.

Savvy Advisors Inc first reported a position in MCO in Q4 2024 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Savvy Advisors Inc held 1,634 shares of Moody's worth $713K as of Q1 2026.
  • Savvy Advisors Inc bought 466 Moody's shares in Q1 2026, an estimated $220K.
  • Moody's made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #540 holding.
  • Savvy Advisors Inc first reported a position in Moody's in Q4 2024 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.