Exchange Capital Management’s Moody's MCO Stock Holding History

Exchange Capital 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 Q2	$2.28M	Sell	4,548 -194	-4%	-$89.9K	0.34%	85
2025 Q1	$2.21M	Sell	4,742 -146	-3%	-$70.3K	0.36%	84
2024 Q4	$2.31M	Sell	4,888 -167	-3%	-$79.7K	0.37%	83
2024 Q3	$2.4M	Sell	5,055 -289	-5%	-$134K	0.38%	79
2024 Q2	$2.25M	Sell	5,344 -163	-3%	-$64.8K	0.37%	83
2024 Q1	$2.16M	Sell	5,507 -148	-3%	-$57.1K	0.35%	85
2023 Q4	$2.21M	Sell	5,655 -326	-5%	-$113K	0.4%	76
2023 Q3	$1.89M	Sell	5,981 -96	-2%	-$32.7K	0.36%	82
2023 Q2	$2.11M	Sell	6,077 -35	-0.6%	-$11.1K	0.39%	78
2023 Q1	$1.87M	Sell	6,112 -175	-3%	-$52.9K	0.38%	79
2022 Q4	$1.75M	Buy	6,287 +128	+2%	+$35K	0.38%	81
2022 Q3	$1.5M	Buy	6,159 +858	+16%	+$249K	0.35%	88
2022 Q2	$1.44M	Buy	5,301 +995	+23%	+$298K	0.31%	89
2022 Q1	$1.45M	Buy	4,306 +815	+23%	+$274K	0.27%	93
2021 Q4	$1.36M	Sell	3,491 -32	-0.9%	-$12.3K	0.25%	98
2021 Q3	$1.25M	Sell	3,523 -185	-5%	-$69.7K	0.24%	102
2021 Q2	$1.34M	Hold	3,708	–	–	0.26%	100
2021 Q1	$1.11M	Buy	3,708 +40	+1%	+$11.3K	0.23%	107
2020 Q4	$1.06M	Sell	3,668 -10	-0.3%	-$2.8K	0.24%	105
2020 Q3	$1.07M	Sell	3,678 -18	-0.5%	-$5.14K	0.27%	96
2020 Q2	$1.01M	Sell	3,696 -25	-0.7%	-$6.35K	0.28%	95
2020 Q1	$787K	Buy	+3,721	New	+$904K	0.26%	96

Other funds holding MCO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Exchange Capital Management's MCO Position: Q2 2025 in Review

Exchange Capital Management reduced its Moody's (MCO) stake by 4.1% in Q2 2025, selling an estimated $89.9K and leaving 4,548 shares worth $2.28M. The position accounts for 0.34% of the portfolio, ranked #85.

Exchange Capital Management first reported a position in MCO in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.4M in Q3 2024. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Exchange Capital Management held 4,548 shares of Moody's worth $2.28M as of Q2 2025.
Exchange Capital Management sold 194 Moody's shares in Q2 2025, an estimated $89.9K.
Moody's made up 0.34% of Exchange Capital Management's portfolio in Q2 2025, its #85 holding.
Exchange Capital Management first reported a position in Moody's in Q1 2020 and has held it in 22 quarters since.
Exchange Capital Management's Moody's position peaked at $2.4M in Q3 2024.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.