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Bellwether Advisors’s Moody's MCO Stock Holding History

Bellwether 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
Q4 		– Sell
-2,054
Closed -$979K – 149
2025
Q3 		$979K Buy
2,054
+2,042
+17,017% +$1.03M 0.16% 82
2025
Q2 		$6.02K Sell
12
-12,871
-100% -$5.96M ﹤0.01% 404
2025
Q1 		$6M Buy
12,883
+2,661
+26% +$1.28M 1.25% 18
2024
Q4 		$4.84M Buy
10,222
+3,848
+60% +$1.84M 0.87% 24
2024
Q3 		$3.02M Buy
+6,374
New +$2.95M 0.58% 39
2023
Q2 		– Sell
-23
Closed -$7.04K – 298
2023
Q1 		$7.04K Hold
23
– – ﹤0.01% 293
2022
Q4 		$6.41K Buy
23
+11
+92% +$3.01K ﹤0.01% 301
2022
Q3 		$2K Buy
+12
New +$3.49K ﹤0.01% 394
2022
Q2 		– Sell
-4
Closed -$1K – 504
2022
Q1 		$1K Hold
4
– – ﹤0.01% 510
2021
Q4 		$1K Hold
4
– – ﹤0.01% 536
2021
Q3 		$1K Buy
+4
New +$1.51K ﹤0.01% 511

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors's MCO Position: Q4 2025 in Review

Bellwether Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 2,054 shares — an estimated $979K sold.

Bellwether Advisors first reported a position in MCO in Q3 2021 and held it in 11 quarters. The position peaked at $6M in Q1 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Bellwether Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Bellwether Advisors sold 2,054 Moody's shares in Q4 2025, an estimated $979K.
  • Bellwether Advisors first reported a position in Moody's in Q3 2021 and held it in 11 quarters.
  • Bellwether Advisors's Moody's position peaked at $6M in Q1 2025.
  • 1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Bellwether Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.