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AXS Investments’s Moody's MCO Stock Holding History

AXS 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
Q2 		– Sell
-2,623
Closed -$1.22M – 189
2025
Q1 		$1.22M Sell
2,623
-134
-5% -$64.6K 0.34% 141
2024
Q4 		$1.31M Buy
2,757
+80
+3% +$38.2K 0.36% 127
2024
Q3 		$1.27M Sell
2,677
-366
-12% -$170K 0.34% 161
2024
Q2 		$1.28M Sell
3,043
-211
-6% -$83.9K 0.36% 110
2024
Q1 		$1.28M Sell
3,254
-168
-5% -$64.8K 0.31% 129
2023
Q4 		$1.34M Sell
3,422
-277
-7% -$96.3K 0.32% 120
2023
Q3 		$1.17M Sell
3,699
-26
-0.7% -$8.84K 0.3% 125
2023
Q2 		$1.3M Sell
3,725
-177
-5% -$56.1K 0.35% 99
2023
Q1 		$1.19M Buy
3,902
+96
+3% +$29K 0.39% 86
2022
Q4 		$1.06M Buy
3,806
+284
+8% +$77.7K 0.38% 102
2022
Q3 		$856K Sell
3,522
-68
-2% -$19.8K 0.33% 125
2022
Q2 		$976K Buy
+3,590
New +$1.07M 0.35% 98

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AXS Investments's MCO Position: Q2 2025 in Review

AXS Investments sold out of Moody's (MCO) in Q2 2025, closing a stake of 2,623 shares — an estimated $1.22M sold.

AXS Investments first reported a position in MCO in Q2 2022 and held it in 12 quarters. The position peaked at $1.34M in Q4 2023. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • AXS Investments reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • AXS Investments sold 2,623 Moody's shares in Q2 2025, an estimated $1.22M.
  • AXS Investments first reported a position in Moody's in Q2 2022 and held it in 12 quarters.
  • AXS Investments's Moody's position peaked at $1.34M in Q4 2023.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.