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Evergreen Private Wealth’s Moody's MCO Stock Holding History

Evergreen Private Wealth’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
-189
Closed -$90.1K – 164
2025
Q3 		$90.1K Sell
189
-12
-6% -$6.05K 0.04% 92
2025
Q2 		$101K Sell
201
-58
-22% -$26.9K 0.04% 93
2025
Q1 		$121K Buy
259
+1
+0.4% +$482 0.06% 90
2024
Q4 		$122K Buy
258
+1
+0.4% +$477 0.06% 96
2024
Q3 		$122K Buy
257
+3
+1% +$1.39K 0.06% 93
2024
Q2 		$107K Hold
254
– – 0.05% 97
2024
Q1 		$99.9K Sell
254
-4
-2% -$1.54K 0.05% 101
2023
Q4 		$101K Buy
+258
New +$89.7K 0.05% 93

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 $3.37T AUM 44.26% 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
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 $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's MCO Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Moody's (MCO) in Q4 2025, closing a stake of 189 shares — an estimated $90.1K sold.

Evergreen Private Wealth first reported a position in MCO in Q4 2023 and held it in 8 quarters. The position peaked at $122K in Q4 2024. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 189 Moody's shares in Q4 2025, an estimated $90.1K.
  • Evergreen Private Wealth first reported a position in Moody's in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Moody's position peaked at $122K in Q4 2024.
  • 1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.