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Compton Wealth Advisory Group’s Moody's MCO Stock Holding History

Compton Wealth Advisory Group’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
Q1 		– Sell
-484
Closed -$229K – 99
2024
Q4 		$229K Hold
484
– – 0.06% 100
2024
Q3 		$230K Hold
484
– – 0.06% 102
2024
Q2 		$204K Buy
+484
New +$193K 0.05% 104
2022
Q2 		– Sell
-843
Closed -$284K – 111
2022
Q1 		$284K Buy
+843
New +$283K 0.11% 99

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Compton Wealth Advisory Group's MCO Position: Q1 2025 in Review

Compton Wealth Advisory Group sold out of Moody's (MCO) in Q1 2025, closing a stake of 484 shares — an estimated $229K sold.

Compton Wealth Advisory Group first reported a position in MCO in Q1 2022 and held it in 4 quarters. The position peaked at $284K in Q1 2022. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Compton Wealth Advisory Group reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Compton Wealth Advisory Group sold 484 Moody's shares in Q1 2025, an estimated $229K.
  • Compton Wealth Advisory Group first reported a position in Moody's in Q1 2022 and held it in 4 quarters.
  • Compton Wealth Advisory Group's Moody's position peaked at $284K in Q1 2022.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2025, filed 29 Apr 2025.