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Clarius Group LLC’s Moody's MCO Stock Holding History

Clarius Group LLC’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 		$412K Hold
806
– – 0.02% 236
2025
Q3 		$384K Sell
806
-560
-41% -$282K 0.02% 248
2025
Q2 		$685K Sell
1,366
-301
-18% -$139K 0.04% 199
2025
Q1 		$776K Buy
1,667
+200
+14% +$96.4K 0.05% 173
2024
Q4 		$694K Sell
1,467
-88
-6% -$42K 0.05% 166
2024
Q3 		$736K Sell
1,555
-64
-4% -$29.7K 0.05% 149
2024
Q2 		$681K Sell
1,619
-48
-3% -$19.1K 0.05% 172
2024
Q1 		$655K Sell
1,667
-359
-18% -$138K 0.05% 182
2023
Q4 		$791K Sell
2,026
-150
-7% -$52.1K 0.07% 158
2023
Q3 		$688K Sell
2,176
-538
-20% -$183K 0.07% 165
2023
Q2 		$944K Buy
2,714
+30
+1% +$9.51K 0.07% 144
2023
Q1 		$821K Sell
2,684
-136
-5% -$41.1K 0.07% 158
2022
Q4 		$786K Buy
2,820
+312
+12% +$85.3K 0.07% 166
2022
Q3 		$610K Buy
2,508
+67
+3% +$19.5K 0.06% 187
2022
Q2 		$664K Buy
2,441
+183
+8% +$54.7K 0.07% 181
2022
Q1 		$882K Hold
2,258
– – 0.07% 157
2021
Q4 		$882K Buy
2,258
+63
+3% +$24.3K 0.07% 157
2021
Q3 		$779K Buy
2,195
+59
+3% +$22.2K 0.07% 154
2021
Q2 		$774K Buy
2,136
+32
+2% +$10.7K 0.07% 149
2021
Q1 		$628K Buy
2,104
+54
+3% +$15.2K 0.06% 154
2020
Q4 		$595K Buy
2,050
+349
+21% +$97.6K 0.06% 148
2020
Q3 		$493K Buy
1,701
+2
+0.1% +$571 0.06% 139
2020
Q2 		$467K Buy
1,699
+81
+5% +$20.6K 0.07% 144
2020
Q1 		$342K Buy
1,618
+197
+14% +$47.9K 0.06% 161
2019
Q4 		$360K Sell
1,421
-51
-3% -$11.3K 0.06% 170
2019
Q3 		$302K Buy
1,472
+44
+3% +$9.22K 0.06% 188
2019
Q2 		$279K Buy
1,428
+59
+4% +$11.2K 0.06% 187
2019
Q1 		$248K Buy
+1,369
New +$225K 0.06% 170

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

Clarius Group LLC's MCO Position: Q4 2025 in Review

Clarius Group LLC held its Moody's (MCO) position steady in Q4 2025 at 806 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #236.

Clarius Group LLC first reported a position in MCO in Q1 2019 and has held it in 28 quarters since. The position peaked at $944K in Q2 2023. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Clarius Group LLC held 806 shares of Moody's worth $412K as of Q4 2025.
  • Clarius Group LLC left its Moody's share count unchanged in Q4 2025.
  • Moody's made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #236 holding.
  • Clarius Group LLC first reported a position in Moody's in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's Moody's position peaked at $944K in Q2 2023.
  • 1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.