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

Wingate 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
-421
Closed -$215K – 123
2025
Q4 		$215K Buy
+421
New +$205K 0.12% 111
2025
Q1 		– Sell
-40
Closed -$18.9K – 284
2024
Q4 		$18.9K Buy
+40
New +$19.1K 0.02% 292

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

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

Wingate Wealth Advisors sold out of Moody's (MCO) in Q1 2026, closing a stake of 421 shares — an estimated $215K sold.

Wingate Wealth Advisors first reported a position in MCO in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Wingate Wealth Advisors reported no remaining Moody's position as of Q1 2026 after selling out during the quarter.
  • Wingate Wealth Advisors sold 421 Moody's shares in Q1 2026, an estimated $215K.
  • Wingate Wealth Advisors first reported a position in Moody's in Q4 2024 and held it in 2 quarters.
  • Wingate Wealth Advisors's Moody's position peaked at $215K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.