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

Stratos Wealth Partners’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
-445
Closed -$228K – 1668
2025
Q4 		$228K Buy
445
+16
+4% +$7.81K ﹤0.01% 1444
2025
Q3 		$205K Buy
+429
New +$216K ﹤0.01% 1459
2025
Q1 		– Sell
-560
Closed -$265K – 1459
2024
Q4 		$265K Sell
560
-2
-0.4% -$955 ﹤0.01% 1203
2024
Q3 		$267K Buy
562
+4
+0.7% +$1.85K ﹤0.01% 1207
2024
Q2 		$235K Buy
558
+38
+7% +$15.1K ﹤0.01% 1198
2024
Q1 		$205K Sell
520
-145
-22% -$55.9K ﹤0.01% 1283
2023
Q4 		$260K Buy
665
+12
+2% +$4.17K ﹤0.01% 1148
2023
Q3 		$207K Buy
653
+66
+11% +$22.4K ﹤0.01% 1160
2023
Q2 		$204K Buy
+587
New +$186K ﹤0.01% 1096
2018
Q4 		– Sell
-960
Closed -$161K – 1801
2018
Q3 		$161K Buy
+960
New +$169K 0.01% 931
2018
Q2 		– Sell
-960
Closed -$155K – 1917
2018
Q1 		$155K Buy
960
+143
+18% +$23.1K 0.01% 1005
2017
Q4 		$121K Buy
+817
New +$120K 0.01% 1078

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 Partners's MCO Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Moody's (MCO) in Q1 2026, closing a stake of 445 shares — an estimated $228K sold.

Stratos Wealth Partners first reported a position in MCO in Q4 2017 and held it in 12 quarters. The position peaked at $267K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 445 Moody's shares in Q1 2026, an estimated $228K.
  • Stratos Wealth Partners first reported a position in Moody's in Q4 2017 and held it in 12 quarters.
  • Stratos Wealth Partners's Moody's position peaked at $267K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

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