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Carolinas Wealth Consulting’s Moody's MCO Stock Holding History

Carolinas Wealth Consulting’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
-24
Closed -$11.2K – 567
2025
Q1 		$11.2K Sell
24
-1
-4% -$482 ﹤0.01% 522
2024
Q4 		$11.8K Hold
25
– – ﹤0.01% 526
2024
Q3 		$11.9K Buy
25
+3
+14% +$1.39K ﹤0.01% 540
2024
Q2 		$9.26K Sell
22
-1
-4% -$398 ﹤0.01% 569
2024
Q1 		$9.04K Sell
23
-106
-82% -$40.9K ﹤0.01% 574
2023
Q4 		$50.4K Hold
129
– – 0.01% 333
2023
Q3 		$39.8K Sell
129
-10
-7% -$3.4K 0.01% 341
2023
Q2 		$48.4K Sell
139
-35
-20% -$11.1K 0.01% 349
2023
Q1 		$53.1K Sell
174
-24
-12% -$7.25K 0.01% 347
2022
Q4 		$55.3K Buy
198
+24
+14% +$6.57K 0.01% 338
2022
Q3 		$42K Hold
174
– – 0.01% 354
2022
Q2 		$47K Buy
174
+18
+12% +$5.38K 0.01% 338
2022
Q1 		$53K Buy
156
+8
+5% +$2.69K 0.01% 346
2021
Q4 		$58K Buy
148
+13
+10% +$5.01K 0.01% 342
2021
Q3 		$48K Sell
135
-37
-22% -$13.9K 0.01% 351
2021
Q2 		$62K Sell
172
-59
-26% -$19.6K 0.01% 333
2021
Q1 		$69K Buy
231
+27
+13% +$7.6K 0.02% 312
2020
Q4 		$59K Sell
204
-96
-32% -$26.8K 0.02% 315
2020
Q3 		$87K Buy
300
+290
+2,900% +$82.8K 0.03% 212
2020
Q2 		$3K Buy
+10
New +$2.54K ﹤0.01% 454

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

Carolinas Wealth Consulting's MCO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Moody's (MCO) in Q2 2025, closing a stake of 24 shares — an estimated $11.2K sold.

Carolinas Wealth Consulting first reported a position in MCO in Q2 2020 and held it in 20 quarters. The position peaked at $87K in Q3 2020. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 24 Moody's shares in Q2 2025, an estimated $11.2K.
  • Carolinas Wealth Consulting first reported a position in Moody's in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Moody's position peaked at $87K in Q3 2020.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.