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Counterpoint Mutual Funds’s Moody's MCO Stock Holding History

Counterpoint Mutual Funds’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
-601
Closed -$286K – 445
2025
Q3 		$286K Buy
+601
New +$303K 0.02% 315

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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

Counterpoint Mutual Funds's MCO Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Moody's (MCO) in Q4 2025, closing a stake of 601 shares — an estimated $286K sold.

Counterpoint Mutual Funds first reported a position in MCO in Q3 2025 and held it in 1 quarter. The position peaked at $286K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 601 Moody's shares in Q4 2025, an estimated $286K.
  • Counterpoint Mutual Funds first reported a position in Moody's in Q3 2025 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Moody's position peaked at $286K in Q3 2025.
  • 1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.