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Stratos Wealth Advisors’s Moody's MCO Stock Holding History

Stratos Wealth 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 		$451K Sell
1,033
-9
-0.9% -$4.26K 0.03% 409
2025
Q4 		$532K Hold
1,042
– – 0.03% 420
2025
Q3 		$496K Hold
1,042
– – 0.02% 465
2025
Q2 		$523K Hold
1,042
– – 0.03% 441
2025
Q1 		$485K Sell
1,042
-27
-3% -$13K 0.03% 434
2024
Q4 		$506K Sell
1,069
-38
-3% -$18.1K 0.02% 471
2024
Q3 		$525K Buy
1,107
+23
+2% +$10.7K 0.02% 489
2024
Q2 		$456K Buy
1,084
+15
+1% +$5.97K 0.02% 492
2024
Q1 		$420K Hold
1,069
– – 0.02% 494
2023
Q4 		$418K Buy
1,069
+56
+6% +$19.5K 0.02% 492
2023
Q3 		$320K Sell
1,013
-6
-0.6% -$2.04K 0.02% 513
2023
Q2 		$354K Hold
1,019
– – 0.03% 483
2023
Q1 		$312K Hold
1,019
– – 0.02% 486
2022
Q4 		$284K Buy
+1,019
New +$279K 0.02% 483
2022
Q3 		– Sell
-1,295
Closed -$352K – 520
2022
Q2 		$352K Hold
1,295
– – 0.03% 414
2022
Q1 		$437K Sell
1,295
-143
-10% -$48.1K 0.04% 395
2021
Q4 		$562K Hold
1,438
– – 0.04% 375
2021
Q3 		$511K Buy
1,438
+129
+10% +$48.6K 0.04% 351
2021
Q2 		$474K Buy
1,309
+14
+1% +$4.66K 0.04% 364
2021
Q1 		$387K Hold
1,295
– – 0.04% 355
2020
Q4 		$376K Buy
+1,295
New +$362K 0.05% 283

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

Stratos Wealth Advisors's MCO Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Moody's (MCO) stake by 0.86% in Q1 2026, selling an estimated $4.26K and leaving 1,033 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #409.

Stratos Wealth Advisors first reported a position in MCO in Q4 2020 and has held it in 21 quarters since. The position peaked at $562K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Stratos Wealth Advisors held 1,033 shares of Moody's worth $451K as of Q1 2026.
  • Stratos Wealth Advisors sold 9 Moody's shares in Q1 2026, an estimated $4.26K.
  • Moody's made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #409 holding.
  • Stratos Wealth Advisors first reported a position in Moody's in Q4 2020 and has held it in 21 quarters since.
  • Stratos Wealth Advisors's Moody's position peaked at $562K in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.