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Bison Wealth’s Moody's MCO Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-1,580
Closed -$750K – 387
2024
Q3 		$750K Sell
1,580
-79
-5% -$36.6K 0.12% 172
2024
Q2 		$652K Hold
1,659
– – 0.11% 199
2024
Q1 		$652K Buy
1,659
+48
+3% +$18.5K 0.11% 199
2023
Q4 		$629K Buy
1,611
+94
+6% +$32.7K 0.11% 201
2023
Q3 		$480K Buy
1,517
+4
+0.3% +$1.36K 0.09% 219
2023
Q2 		$526K Buy
1,513
+175
+13% +$55.5K 0.1% 208
2023
Q1 		$413K Sell
1,338
-24
-2% -$7.25K 0.13% 172
2022
Q4 		$428K Buy
1,362
+75
+6% +$20.5K 0.14% 169
2022
Q3 		$312K Buy
+1,287
New +$374K 0.12% 198

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bison Wealth's MCO Position: Q4 2024 in Review

Bison Wealth sold out of Moody's (MCO) in Q4 2024, closing a stake of 1,580 shares — an estimated $750K sold.

Bison Wealth first reported a position in MCO in Q3 2022 and held it in 9 quarters. The position peaked at $750K in Q3 2024. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Bison Wealth reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 1,580 Moody's shares in Q4 2024, an estimated $750K.
  • Bison Wealth first reported a position in Moody's in Q3 2022 and held it in 9 quarters.
  • Bison Wealth's Moody's position peaked at $750K in Q3 2024.
  • 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.