626 Financial’s Moody's MCO Stock Holding History

626 Financial’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
2025 Q2	–	Sell	-510	Closed	-$238K	–	116
2025 Q1	$238K	Hold	510	–	–	0.12%	92
2024 Q4	$241K	Sell	510 -230	-31%	-$110K	0.13%	94
2024 Q3	$351K	Hold	740	–	–	0.19%	81
2024 Q2	$311K	Hold	740	–	–	0.18%	83
2024 Q1	$291K	Hold	740	–	–	0.18%	86
2023 Q4	$289K	Hold	740	–	–	0.19%	85
2023 Q3	$234K	Hold	740	–	–	0.16%	92
2023 Q2	$257K	Sell	740 -60	-8%	-$19K	0.16%	91
2023 Q1	$245K	Hold	800	–	–	0.16%	94
2022 Q4	$223K	Buy	+800	New	+$219K	0.16%	91
2022 Q3	–	Sell	-800	Closed	-$218K	–	104
2022 Q2	$218K	Hold	800	–	–	0.17%	85
2022 Q1	$270K	Hold	800	–	–	0.17%	80
2021 Q4	$312K	Buy	+800	New	+$309K	0.19%	77
2021 Q1	$270K	Buy	+800	New	+$225K	0.17%	80

Other funds holding MCO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

626 Financial's MCO Position: Q2 2025 in Review

626 Financial sold out of Moody's (MCO) in Q2 2025, closing a stake of 510 shares — an estimated $238K sold.

626 Financial first reported a position in MCO in Q1 2021 and held it in 14 quarters. The position peaked at $351K in Q3 2024. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

626 Financial reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
626 Financial sold 510 Moody's shares in Q2 2025, an estimated $238K.
626 Financial first reported a position in Moody's in Q1 2021 and held it in 14 quarters.
626 Financial's Moody's position peaked at $351K in Q3 2024.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on 626 Financial's 13F filing for Q2 2025, filed 23 Jul 2025.