Empirical Asset Management’s Moody's MCO Stock Holding History

Empirical Asset 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 Q4	–	Sell	-1,212	Closed	-$577K	–	373
2025 Q3	$577K	Sell	1,212 -654	-35%	-$330K	0.16%	201
2025 Q2	$936K	Buy	1,866 +222	+14%	+$103K	0.29%	92
2025 Q1	$766K	Sell	1,644 -2,776	-63%	-$1.34M	0.26%	107
2024 Q4	$990K	Buy	4,420 +1,367	+45%	+$652K	0.33%	86
2024 Q3	$1.45M	Buy	3,053 +648	+27%	+$300K	0.52%	46
2024 Q2	$1.01M	Buy	2,405 +284	+13%	+$113K	0.38%	66
2024 Q1	$833K	Buy	+2,121	New	+$818K	0.4%	69
2023 Q4	–	Sell	-964	Closed	-$305K	–	198
2023 Q3	$305K	Buy	+964	New	+$328K	0.27%	121
2023 Q1	–	Sell	-1,925	Closed	-$536K	–	183
2022 Q4	$536K	Buy	+1,925	New	+$527K	0.56%	64
2022 Q3	–	Sell	-1,660	Closed	-$452K	–	166
2022 Q2	$452K	Buy	+1,660	New	+$497K	0.48%	71

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empirical Asset Management's MCO Position: Q4 2025 in Review

Empirical Asset Management sold out of Moody's (MCO) in Q4 2025, closing a stake of 1,212 shares — an estimated $577K sold.

Empirical Asset Management first reported a position in MCO in Q2 2022 and held it in 10 quarters. The position peaked at $1.45M in Q3 2024. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Empirical Asset Management reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Empirical Asset Management sold 1,212 Moody's shares in Q4 2025, an estimated $577K.
Empirical Asset Management first reported a position in Moody's in Q2 2022 and held it in 10 quarters.
Empirical Asset Management's Moody's position peaked at $1.45M in Q3 2024.
1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Empirical Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.