Copley Financial Group’s Moody's MCO Stock Holding History

Copley Financial 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 Q4	–	Sell	-762	Closed	-$363K	–	125
2025 Q3	$363K	Buy	+762	New	+$384K	0.25%	80

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copley Financial Group's MCO Position: Q4 2025 in Review

Copley Financial Group sold out of Moody's (MCO) in Q4 2025, closing a stake of 762 shares — an estimated $363K sold.

Copley Financial Group first reported a position in MCO in Q3 2025 and held it in 1 quarter. The position peaked at $363K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Copley Financial Group reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Copley Financial Group sold 762 Moody's shares in Q4 2025, an estimated $363K.
Copley Financial Group first reported a position in Moody's in Q3 2025 and held it in 1 quarter.
Copley Financial Group's Moody's position peaked at $363K in Q3 2025.
1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Copley Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.