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Advisors Preferred’s Moody's MCO Stock Holding History

Advisors Preferred’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
Q1 		– Sell
-908
Closed -$429K – 304
2024
Q4 		$429K Sell
908
-208
-19% -$99.3K 0.07% 109
2024
Q3 		$526K Buy
+1,116
New +$517K 0.08% 129
2024
Q2 		– Sell
-1,005
Closed -$396K – 203
2024
Q1 		$396K Sell
1,005
-123
-11% -$47.4K 0.07% 81
2023
Q4 		$431K Sell
1,128
-729
-39% -$253K 0.07% 122
2023
Q3 		$587K Buy
+1,857
New +$632K 0.19% 86
2020
Q1 		– Sell
-1,587
Closed -$377K – 212
2019
Q4 		$377K Buy
+1,587
New +$353K 0.1% 62
2015
Q3 		– Sell
-287
Closed -$31K – 240
2015
Q2 		$31K Buy
287
+198
+222% +$21.3K 0.02% 164
2015
Q1 		$9.24K Sell
89
-837
-90% -$80.9K ﹤0.01% 227
2014
Q4 		$88.7K Buy
+926
New +$89.8K 0.04% 187
2014
Q2 		– Sell
-364
Closed -$28.9K – 408
2014
Q1 		$28.9K Buy
364
+147
+68% +$11.5K 0.01% 295
2013
Q4 		$17K Buy
+217
New +$15.9K 0.01% 297

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return