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Everpar Advisors’s Moody's MCO Stock Holding History

Everpar 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
Q4 		– Sell
-500
Closed -$238K – 290
2025
Q3 		$238K Sell
500
-96
-16% -$48.4K 0.09% 245
2025
Q2 		$299K Sell
596
-32
-5% -$14.8K 0.14% 202
2025
Q1 		$292K Sell
628
-33
-5% -$15.9K 0.16% 186
2024
Q4 		$313K Sell
661
-26
-4% -$12.4K 0.16% 177
2024
Q3 		$326K Buy
687
+10
+1% +$4.63K 0.17% 178
2024
Q2 		$285K Buy
677
+128
+23% +$50.9K 0.14% 200
2024
Q1 		$216K Buy
+549
New +$212K 0.13% 221

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

Everpar Advisors's MCO Position: Q4 2025 in Review

Everpar Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 500 shares — an estimated $238K sold.

Everpar Advisors first reported a position in MCO in Q1 2024 and held it in 7 quarters. The position peaked at $326K in Q3 2024. 1,422 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Everpar Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Everpar Advisors sold 500 Moody's shares in Q4 2025, an estimated $238K.
  • Everpar Advisors first reported a position in Moody's in Q1 2024 and held it in 7 quarters.
  • Everpar Advisors's Moody's position peaked at $326K in Q3 2024.
  • 1,422 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.