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Capital A Wealth Management’s Moody's MCO Stock Holding History

Capital A 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
-2
Closed -$931 – 686
2025
Q1 		$931 Hold
2
– – ﹤0.01% 540
2024
Q4 		$947 Buy
+2
New +$955 ﹤0.01% 566

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Capital A Wealth Management's MCO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Moody's (MCO) in Q2 2025, closing a stake of 2 shares — an estimated $931 sold.

Capital A Wealth Management first reported a position in MCO in Q4 2024 and held it in 2 quarters. The position peaked at $947 in Q4 2024. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2 Moody's shares in Q2 2025, an estimated $931.
  • Capital A Wealth Management first reported a position in Moody's in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Moody's position peaked at $947 in Q4 2024.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.