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Edge Financial Advisors’s Moody's MCO Stock Holding History

Edge Financial Advisors’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
-464
Closed -$233K – 141
2025
Q2 		$233K Hold
464
– – 0.12% 117
2025
Q1 		$216K Buy
464
+1
+0.2% +$482 0.14% 99
2024
Q4 		$219K Sell
463
-41
-8% -$19.6K 0.2% 91
2024
Q3 		$239K Buy
504
+1
+0.2% +$463 0.21% 86
2024
Q2 		$212K Buy
+503
New +$200K 0.22% 84

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

Edge Financial Advisors's MCO Position: Q3 2025 in Review

Edge Financial Advisors sold out of Moody's (MCO) in Q3 2025, closing a stake of 464 shares — an estimated $233K sold.

Edge Financial Advisors first reported a position in MCO in Q2 2024 and held it in 5 quarters. The position peaked at $239K in Q3 2024. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Edge Financial Advisors reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 464 Moody's shares in Q3 2025, an estimated $233K.
  • Edge Financial Advisors first reported a position in Moody's in Q2 2024 and held it in 5 quarters.
  • Edge Financial Advisors's Moody's position peaked at $239K in Q3 2024.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Edge Financial Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.