White Knight Strategic Wealth Advisors’s Moody's MCO Stock Holding History

White Knight Strategic 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	–	Sell	-523	Closed	-$267K	–	90
2025 Q4	$267K	Buy	+523	New	+$255K	0.2%	79
2025 Q1	–	Sell	-600	Closed	-$284K	–	94
2024 Q4	$284K	Buy	+600	New	+$286K	0.12%	101
2023 Q1	–	Sell	-720	Closed	-$201K	–	76
2022 Q4	$201K	Buy	+720	New	+$197K	0.28%	67
2022 Q2	–	Sell	-710	Closed	-$240K	–	67
2022 Q1	$240K	Buy	710 +10	+1%	+$3.36K	0.26%	65
2021 Q4	$273K	Buy	+700	New	+$270K	0.29%	65

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

White Knight Strategic Wealth Advisors's MCO Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 523 shares — an estimated $267K sold.

White Knight Strategic Wealth Advisors first reported a position in MCO in Q4 2021 and held it in 5 quarters. The position peaked at $284K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

White Knight Strategic Wealth Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 523 Moody's shares in Q1 2026, an estimated $267K.
White Knight Strategic Wealth Advisors first reported a position in Moody's in Q4 2021 and held it in 5 quarters.
White Knight Strategic Wealth Advisors's Moody's position peaked at $284K in Q4 2024.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.