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Concord Wealth Partners’s Moody's MCO Stock Holding History

Concord Wealth Partners’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
-1
Closed -$473 – 900
2024
Q4 		$473 Hold
1
– – ﹤0.01% 864
2024
Q3 		$475 Buy
+1
New +$463 ﹤0.01% 903
2023
Q1 		– Sell
-3
Closed -$836 – 1129
2022
Q4 		$836 Buy
+3
New +$821 ﹤0.01% 1105
2022
Q3 		– Sell
-3
Closed -$1K – 724
2022
Q2 		$1K Hold
3
– – ﹤0.01% 1152
2022
Q1 		$1K Hold
3
– – ﹤0.01% 1220
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1239
2021
Q3 		$1K Hold
3
– – ﹤0.01% 851
2021
Q2 		$1K Hold
3
– – ﹤0.01% 986
2021
Q1 		$1K Buy
+3
New +$845 ﹤0.01% 927

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

Concord Wealth Partners's MCO Position: Q1 2025 in Review

Concord Wealth Partners sold out of Moody's (MCO) in Q1 2025, closing a stake of 1 share — an estimated $473 sold.

Concord Wealth Partners first reported a position in MCO in Q1 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Concord Wealth Partners reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Moody's share in Q1 2025, an estimated $473.
  • Concord Wealth Partners first reported a position in Moody's in Q1 2021 and held it in 9 quarters.
  • Concord Wealth Partners's Moody's position peaked at $1K in Q2 2022.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.