Beaumont Financial Advisors’s Moody's MCO Stock Holding History

Beaumont Financial 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
2025 Q3	–	Sell	-407	Closed	-$204K	–	400
2025 Q2	$204K	Buy	+407	New	+$189K	0.01%	368

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 $3.38T AUM 44.17% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Beaumont Financial Advisors's MCO Position: Q3 2025 in Review

Beaumont Financial Advisors sold out of Moody's (MCO) in Q3 2025, closing a stake of 407 shares — an estimated $204K sold.

Beaumont Financial Advisors first reported a position in MCO in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

Beaumont Financial Advisors reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 407 Moody's shares in Q3 2025, an estimated $204K.
Beaumont Financial Advisors first reported a position in Moody's in Q2 2025 and held it in 1 quarter.
Beaumont Financial Advisors's Moody's position peaked at $204K in Q2 2025.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Beaumont Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.