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

Brown 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 Q4	–	Sell	-884	Closed	-$421K	–	164
2025 Q3	$421K	Buy	+884	New	+$446K	0.16%	124

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

Brown Financial Advisors's MCO Position: Q4 2025 in Review

Brown Financial Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 884 shares — an estimated $421K sold.

Brown Financial Advisors first reported a position in MCO in Q3 2025 and held it in 1 quarter. The position peaked at $421K in Q3 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Brown Financial Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Brown Financial Advisors sold 884 Moody's shares in Q4 2025, an estimated $421K.
Brown Financial Advisors first reported a position in Moody's in Q3 2025 and held it in 1 quarter.
Brown Financial Advisors's Moody's position peaked at $421K in Q3 2025.
1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Brown Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.