CIBC Private Wealth Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $25.8M | Sell |
50,570
-161
| -0.3% | -$78.6K | 0.04% | 250 |
|
|
2025
Q3 | $24.2M | Sell |
50,731
-125
| -0.2% | -$63K | 0.04% | 259 |
|
|
2025
Q2 | $25.5M | Sell |
50,856
-743
| -1% | -$344K | 0.05% | 257 |
|
|
2025
Q1 | $20.5M | Buy |
51,599
+878
| +2% | +$423K | 0.04% | 247 |
|
|
2024
Q4 | $23.9M | Sell |
50,721
-629
| -1% | -$300K | 0.04% | 247 |
|
|
2024
Q3 | $24.4M | Sell |
51,350
-877
| -2% | -$406K | 0.04% | 257 |
|
|
2024
Q2 | $22.6M | Sell |
52,227
-543
| -1% | -$216K | 0.04% | 249 |
|
|
2024
Q1 | $20.8M | Buy |
52,770
+3,499
| +7% | +$1.35M | 0.04% | 258 |
|
|
2023
Q4 | $19.2M | Sell |
49,271
-429
| -0.9% | -$149K | 0.04% | 255 |
|
|
2023
Q3 | $15.7M | Buy |
49,700
+6,611
| +15% | +$2.25M | 0.04% | 277 |
|
|
2023
Q2 | $15M | Sell |
43,089
-563
| -1% | -$178K | 0.03% | 290 |
|
|
2023
Q1 | $13.4M | Sell |
43,652
-1,195
| -3% | -$361K | 0.03% | 291 |
|
|
2022
Q4 | $12.5K | Sell |
44,847
-1,482
| -3% | -$405K | ﹤0.01% | 739 |
|
|
2022
Q3 | $11.3M | Sell |
46,329
-314
| -0.7% | -$91.2K | 0.03% | 292 |
|
|
2022
Q2 | $12.7M | Sell |
46,643
-1,485
| -3% | -$444K | 0.03% | 282 |
|
|
2022
Q1 | $16.2M | Sell |
48,128
-824
| -2% | -$277K | 0.04% | 274 |
|
|
2021
Q4 | $19.1M | Sell |
48,952
-1,895
| -4% | -$731K | 0.04% | 267 |
|
|
2021
Q3 | $18.1M | Sell |
50,847
-1,228
| -2% | -$463K | 0.04% | 268 |
|
|
2021
Q2 | $18.9M | Buy |
52,075
+700
| +1% | +$233K | 0.04% | 264 |
|
|
2021
Q1 | $15.3M | Sell |
51,375
-501
| -1% | -$141K | 0.04% | 289 |
|
|
2020
Q4 | $15.1M | Sell |
51,876
-656
| -1% | -$183K | 0.04% | 272 |
|
|
2020
Q3 | $15.2M | Buy |
+52,532
| New | +$15M | 0.05% | 241 |
|
|
2020
Q2 | – | Sell |
-53,484
| Closed | -$11.3M | – | 720 |
|
|
2020
Q1 | $11.3M | Sell |
53,484
-12,715
| -19% | -$3.09M | 0.05% | 235 |
|
|
2019
Q4 | $15.7M | Sell |
66,199
-215
| -0.3% | -$47.8K | 0.05% | 236 |
|
|
2019
Q3 | $13.6M | Sell |
66,414
-548
| -0.8% | -$115K | 0.05% | 246 |
|
|
2019
Q2 | $13.1M | Sell |
66,962
-3,132
| -4% | -$594K | 0.05% | 260 |
|
|
2019
Q1 | $12.7M | Sell |
70,094
-1,152
| -2% | -$189K | 0.05% | 253 |
|
|
2018
Q4 | $9.98M | Sell |
71,246
-963
| -1% | -$145K | 0.04% | 264 |
|
|
2018
Q3 | $12.1M | Sell |
72,209
-447
| -0.6% | -$78.6K | 0.05% | 276 |
|
|
2018
Q2 | $12.4M | Sell |
72,656
-121
| -0.2% | -$20.5K | 0.05% | 264 |
|
|
2018
Q1 | $11.7M | Sell |
72,777
-783
| -1% | -$127K | 0.05% | 269 |
|
|
2017
Q4 | $10.9M | Sell |
73,560
-980
| -1% | -$144K | 0.05% | 282 |
|
|
2017
Q3 | $10.4M | Buy |
74,540
+59,950
| +411% | +$7.88M | 0.05% | 276 |
|
|
2017
Q2 | $1.77M | Buy |
+14,590
| New | +$1.71M | 0.01% | 402 |
|
Other funds holding MCO
PAM
CIBC Private Wealth Group's MCO Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its Moody's (MCO) stake by 0.32% in Q4 2025, selling an estimated $78.6K and leaving 50,570 shares worth $25.8M. The position accounts for 0.04% of the portfolio, ranked #250.
CIBC Private Wealth Group first reported a position in MCO in Q2 2017 and has held it in 34 quarters since. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.
- CIBC Private Wealth Group held 50,570 shares of Moody's worth $25.8M as of Q4 2025.
- CIBC Private Wealth Group sold 161 Moody's shares in Q4 2025, an estimated $78.6K.
- Moody's made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #250 holding.
- CIBC Private Wealth Group first reported a position in Moody's in Q2 2017 and has held it in 34 quarters since.
- 1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.