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Dynasty Wealth Management’s Moody's MCO Stock Holding History

Dynasty Wealth Management’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
Q3 		– Sell
-912
Closed -$458K – 337
2025
Q2 		$458K Buy
+912
New +$422K 0.01% 188
2024
Q2 		– Sell
-1,437
Closed -$565K – 266
2024
Q1 		$565K Buy
+1,437
New +$554K 0.02% 180

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynasty Wealth Management's MCO Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 912 shares — an estimated $458K sold.

Dynasty Wealth Management first reported a position in MCO in Q1 2024 and held it in 2 quarters. The position peaked at $565K in Q1 2024. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 912 Moody's shares in Q3 2025, an estimated $458K.
  • Dynasty Wealth Management first reported a position in Moody's in Q1 2024 and held it in 2 quarters.
  • Dynasty Wealth Management's Moody's position peaked at $565K in Q1 2024.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.