CFGS
MCO icon

Concourse Financial Group Securities’s Moody's MCO Stock Holding History

Concourse Financial Group Securities’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
-1,651
Closed -$800K – 1255
2024
Q4 		$800K Sell
1,651
-59
-3% -$28.2K 0.05% 369
2024
Q3 		$812K Sell
1,710
-180
-10% -$83.4K 0.05% 352
2024
Q2 		$796K Sell
1,890
-104
-5% -$41.4K 0.05% 343
2024
Q1 		$784K Buy
1,994
+673
+51% +$259K 0.05% 347
2023
Q4 		$516K Sell
1,321
-147
-10% -$51.1K 0.04% 431
2023
Q3 		$464K Sell
1,468
-30
-2% -$10.2K 0.04% 431
2023
Q2 		$521K Buy
1,498
+39
+3% +$12.4K 0.04% 429
2023
Q1 		$446K Sell
1,459
-4
-0.3% -$1.21K 0.03% 458
2022
Q4 		$408K Buy
1,463
+1
+0.1% +$274 0.03% 462
2022
Q3 		$355K Sell
1,462
-31
-2% -$9.01K 0.03% 425
2022
Q2 		$406K Buy
1,493
+120
+9% +$35.9K 0.03% 441
2022
Q1 		$463K Sell
1,373
-851
-38% -$286K 0.03% 441
2021
Q4 		$869K Buy
2,224
+188
+9% +$72.5K 0.05% 366
2021
Q3 		$723K Buy
2,036
+253
+14% +$95.3K 0.04% 394
2021
Q2 		$646K Buy
1,783
+1,013
+132% +$337K 0.04% 406
2021
Q1 		$230K Buy
770
+249
+48% +$70.1K 0.02% 640
2020
Q4 		$151K Buy
521
+294
+130% +$82.2K 0.01% 724
2020
Q3 		$66K Buy
227
+182
+404% +$51.9K 0.01% 942
2020
Q2 		$12K Sell
45
-5
-10% -$1.27K ﹤0.01% 1443
2020
Q1 		$11K Sell
50
-37
-43% -$8.99K ﹤0.01% 1430
2019
Q4 		$21K Sell
87
-14
-14% -$3.11K ﹤0.01% 1235
2019
Q3 		$21K Sell
101
-27
-21% -$5.66K 0.01% 942
2019
Q2 		$25K Sell
128
-3
-2% -$569 ﹤0.01% 1162
2019
Q1 		$23K Buy
131
+93
+245% +$15.3K ﹤0.01% 1214
2018
Q4 		$5K Sell
38
-833
-96% -$126K ﹤0.01% 1666
2018
Q3 		$146K Buy
+871
New +$153K 0.04% 342

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

Concourse Financial Group Securities's MCO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Moody's (MCO) in Q1 2025, closing a stake of 1,651 shares — an estimated $800K sold.

Concourse Financial Group Securities first reported a position in MCO in Q3 2018 and held it in 26 quarters. The position peaked at $869K in Q4 2021. 1,313 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,651 Moody's shares in Q1 2025, an estimated $800K.
  • Concourse Financial Group Securities first reported a position in Moody's in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Moody's position peaked at $869K in Q4 2021.
  • 1,313 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.