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Carolina Wealth Advisors’s Moody's MCO Stock Holding History

Carolina Wealth 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
Q3 		– Sell
-4
Closed -$2.01K – 272
2025
Q2 		$2.01K Hold
4
– – ﹤0.01% 225
2025
Q1 		$1.86K Hold
4
– – ﹤0.01% 233
2024
Q4 		$1.89K Hold
4
– – ﹤0.01% 242
2024
Q3 		$1.9K Buy
+4
New +$1.85K ﹤0.01% 281

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carolina Wealth Advisors's MCO Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Moody's (MCO) in Q3 2025, closing a stake of 4 shares — an estimated $2.01K sold.

Carolina Wealth Advisors first reported a position in MCO in Q3 2024 and held it in 4 quarters. The position peaked at $2.01K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 4 Moody's shares in Q3 2025, an estimated $2.01K.
  • Carolina Wealth Advisors first reported a position in Moody's in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Moody's position peaked at $2.01K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.