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Burns Matteson Capital Management’s Moody's MCO Stock Holding History

Burns Matteson 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
Q4 		– Sell
-497
Closed -$237K – 233
2025
Q3 		$237K Hold
497
– – 0.09% 170
2025
Q2 		$249K Buy
497
+5
+1% +$2.32K 0.12% 153
2025
Q1 		$229K Buy
+492
New +$237K 0.12% 146

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
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 $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burns Matteson Capital Management's MCO Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of Moody's (MCO) in Q4 2025, closing a stake of 497 shares — an estimated $237K sold.

Burns Matteson Capital Management first reported a position in MCO in Q1 2025 and held it in 3 quarters. The position peaked at $249K in Q2 2025. 1,422 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Burns Matteson Capital Management reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 497 Moody's shares in Q4 2025, an estimated $237K.
  • Burns Matteson Capital Management first reported a position in Moody's in Q1 2025 and held it in 3 quarters.
  • Burns Matteson Capital Management's Moody's position peaked at $249K in Q2 2025.
  • 1,422 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.