EWG Elevate’s Moody's MCO Stock Holding History

EWG Elevate’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	$298K	Buy	626 +3	+0.5%	+$1.51K	0.09%	94
2025 Q2	$312K	Sell	623 -10	-2%	-$4.63K	0.1%	117
2025 Q1	$295K	Sell	633 -3	-0.5%	-$1.45K	0.11%	98
2024 Q4	$301K	Buy	636 +13	+2%	+$6.2K	0.09%	125
2024 Q3	$296K	Buy	623 +1	+0.2%	+$463	0.12%	88
2024 Q2	$262K	Hold	622	–	–	0.1%	111
2024 Q1	$244K	Sell	622 -8	-1%	-$3.08K	0.09%	107
2023 Q4	$246K	Buy	+630	New	+$219K	0.1%	90
2023 Q3	–	Sell	-619	Closed	-$215K	–	111
2023 Q2	$215K	Buy	+619	New	+$196K	0.09%	89
2023 Q1	–	Sell	-623	Closed	-$174K	–	473
2022 Q4	$174K	Buy	+623	New	+$170K	0.09%	81
2022 Q2	–	Sell	-601	Closed	-$203K	–	94
2022 Q1	$203K	Hold	601	–	–	0.08%	87
2021 Q4	$235K	Hold	601	–	–	0.12%	74
2021 Q3	$213K	Hold	601	–	–	0.09%	81
2021 Q2	$220K	Buy	+601	New	+$200K	0.09%	78

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWG Elevate's MCO Position: Q3 2025 in Review

EWG Elevate increased its Moody's (MCO) stake by 0.48% in Q3 2025, buying an estimated $1.51K and bringing the position to 626 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #94.

EWG Elevate first reported a position in MCO in Q2 2021 and has held it in 14 quarters since. The position peaked at $312K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

EWG Elevate held 626 shares of Moody's worth $298K as of Q3 2025.
EWG Elevate bought 3 Moody's shares in Q3 2025, an estimated $1.51K.
Moody's made up 0.09% of EWG Elevate's portfolio in Q3 2025, its #94 holding.
EWG Elevate first reported a position in Moody's in Q2 2021 and has held it in 14 quarters since.
EWG Elevate's Moody's position peaked at $312K in Q2 2025.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.