Bryn Mawr Capital Management’s Moody's MCO Stock Holding History

Bryn Mawr Capital Management’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	-733	Closed	-$341K	–	424
2025 Q1	$341K	Buy	733 +242	+49%	+$117K	0.02%	299
2024 Q4	$233K	Sell	491 -80	-14%	-$38.2K	0.01%	382
2024 Q3	$271K	Sell	571 -120	-17%	-$55.6K	0.01%	353
2024 Q2	$291K	Hold	691	–	–	0.02%	339
2024 Q1	$272K	Buy	+691	New	+$266K	0.02%	352
2023 Q2	–	Sell	-751	Closed	-$230K	–	284
2023 Q1	$230K	Buy	+751	New	+$227K	0.02%	254
2022 Q2	–	Sell	-1,022	Closed	-$345K	–	159
2022 Q1	$345K	Sell	1,022 -142	-12%	-$47.8K	0.1%	120
2021 Q4	$455K	Buy	1,164 +1	+0.1%	+$386	0.17%	66
2021 Q3	$413K	Buy	1,163 +3	+0.3%	+$1.13K	0.19%	64
2021 Q2	$420K	Buy	1,160 +192	+20%	+$63.9K	0.19%	63
2021 Q1	$289K	Buy	+968	New	+$273K	0.14%	72

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bryn Mawr Capital Management's MCO Position: Q2 2025 in Review

Bryn Mawr Capital Management sold out of Moody's (MCO) in Q2 2025, closing a stake of 733 shares — an estimated $341K sold.

Bryn Mawr Capital Management first reported a position in MCO in Q1 2021 and held it in 11 quarters. The position peaked at $455K in Q4 2021. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Bryn Mawr Capital Management reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
Bryn Mawr Capital Management sold 733 Moody's shares in Q2 2025, an estimated $341K.
Bryn Mawr Capital Management first reported a position in Moody's in Q1 2021 and held it in 11 quarters.
Bryn Mawr Capital Management's Moody's position peaked at $455K in Q4 2021.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.