Alpha Cubed Investments’s Moody's MCO Stock Holding History

Alpha Cubed Investments’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 Q4	$259K	Buy	507 +1	+0.2%	+$488	0.01%	249
2025 Q3	$241K	Hold	506	–	–	0.01%	252
2025 Q2	$254K	Sell	506 -4	-0.8%	-$1.85K	0.01%	253
2025 Q1	$238K	Sell	510 -1	-0.2%	-$482	0.01%	256
2024 Q4	$242K	Sell	511 -22	-4%	-$10.5K	0.01%	222
2024 Q3	$253K	Sell	533 -12	-2%	-$5.56K	0.01%	223
2024 Q2	$229K	Sell	545 -10	-2%	-$3.98K	0.01%	246
2024 Q1	$218K	Buy	555 +22	+4%	+$8.48K	0.01%	254
2023 Q4	$208K	Buy	+533	New	+$185K	0.01%	250

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alpha Cubed Investments's MCO Position: Q4 2025 in Review

Alpha Cubed Investments increased its Moody's (MCO) stake by 0.2% in Q4 2025, buying an estimated $488 and bringing the position to 507 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #249.

Alpha Cubed Investments first reported a position in MCO in Q4 2023 and has held it in 9 quarters since. 1,426 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Alpha Cubed Investments held 507 shares of Moody's worth $259K as of Q4 2025.
Alpha Cubed Investments bought 1 Moody's share in Q4 2025, an estimated $488.
Moody's made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #249 holding.
Alpha Cubed Investments first reported a position in Moody's in Q4 2023 and has held it in 9 quarters since.
1,426 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.