CWM
MCO icon

Compass Wealth Management’s Moody's MCO Stock Holding History

Compass 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
-102
Closed -$47.5K – 297
2025
Q1 		$47.5K Hold
102
– – 0.01% 248
2024
Q4 		$48.3K Hold
102
– – 0.01% 248
2024
Q3 		$48.4K Hold
102
– – 0.01% 253
2024
Q2 		$42.9K Hold
102
– – 0.01% 263
2024
Q1 		$40.1K Hold
102
– – 0.01% 269
2023
Q4 		$39.8K Hold
102
– – 0.01% 262
2023
Q3 		$32.3K Hold
102
– – 0.01% 277
2023
Q2 		$35.5K Hold
102
– – 0.01% 277
2023
Q1 		$31.2K Hold
102
– – 0.01% 289
2022
Q4 		$28.4K Buy
+102
New +$27.9K 0.01% 288

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

Compass Wealth Management's MCO Position: Q2 2025 in Review

Compass Wealth Management sold out of Moody's (MCO) in Q2 2025, closing a stake of 102 shares — an estimated $47.5K sold.

Compass Wealth Management first reported a position in MCO in Q4 2022 and held it in 10 quarters. The position peaked at $48.4K in Q3 2024. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Compass Wealth Management reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 102 Moody's shares in Q2 2025, an estimated $47.5K.
  • Compass Wealth Management first reported a position in Moody's in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Moody's position peaked at $48.4K in Q3 2024.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.