Waverly Advisors’s Moody's MCO Stock Holding History

Waverly 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	$1.39M	Buy	3,191 +656	+26%	+$310K	0.01%	732
2025 Q4	$1.29M	Buy	2,535 +1,747	+222%	+$852K	0.01%	691
2025 Q3	$375K	Sell	788 -221	-22%	-$111K	﹤0.01%	955
2025 Q2	$506K	Buy	1,009 +1	+0.1%	+$463	0.01%	791
2025 Q1	$469K	Buy	1,008 +13	+1%	+$6.26K	0.01%	798
2024 Q4	$471K	Buy	+995	New	+$475K	0.01%	699
2024 Q3	–	Sell	-560	Closed	-$236K	–	821
2024 Q2	$236K	Buy	+560	New	+$223K	﹤0.01%	724
2018 Q1	–	Sell	-2,445	Closed	-$361K	–	291
2017 Q4	$361K	Sell	2,445 -2,201	-47%	-$323K	0.05%	175
2017 Q3	$647K	Hold	4,646	–	–	0.14%	120
2017 Q2	$565K	Hold	4,646	–	–	0.14%	124
2017 Q1	$521K	Buy	+4,646	New	+$498K	0.14%	127

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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

Waverly Advisors's MCO Position: Q1 2026 in Review

Waverly Advisors increased its Moody's (MCO) stake by 26% in Q1 2026, buying an estimated $310K and bringing the position to 3,191 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #732.

Waverly Advisors first reported a position in MCO in Q1 2017 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Waverly Advisors held 3,191 shares of Moody's worth $1.39M as of Q1 2026.
Waverly Advisors bought 656 Moody's shares in Q1 2026, an estimated $310K.
Moody's made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #732 holding.
Waverly Advisors first reported a position in Moody's in Q1 2017 and has held it in 11 quarters since.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.