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Bullock Wealth Management’s Moody's MCO Stock Holding History

Bullock Wealth 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
-22
Closed -$10.3K – 607
2025
Q1 		$10.3K Hold
22
– – 0.01% 374
2024
Q4 		$10.4K Hold
22
– – 0.01% 384
2024
Q3 		$10.4K Buy
+22
New +$10.2K 0.01% 366

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Bullock Wealth Management's MCO Position: Q2 2025 in Review

Bullock Wealth Management sold out of Moody's (MCO) in Q2 2025, closing a stake of 22 shares — an estimated $10.3K sold.

Bullock Wealth Management first reported a position in MCO in Q3 2024 and held it in 3 quarters. The position peaked at $10.4K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Bullock Wealth Management reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 22 Moody's shares in Q2 2025, an estimated $10.3K.
  • Bullock Wealth Management first reported a position in Moody's in Q3 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Moody's position peaked at $10.4K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.