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Financial Advocates Investment Management’s Moody's MCO Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-799
Closed -$401K – 372
2025
Q2 		$401K Sell
799
-206
-20% -$95.4K 0.03% 418
2025
Q1 		$468K Buy
1,005
+19
+2% +$9.15K 0.03% 443
2024
Q4 		$467K Sell
986
-19
-2% -$9.07K 0.03% 469
2024
Q3 		$477K Buy
1,005
+50
+5% +$23.2K 0.03% 468
2024
Q2 		$402K Buy
955
+291
+44% +$116K 0.02% 493
2024
Q1 		$261K Buy
664
+9
+1% +$3.47K 0.02% 643
2023
Q4 		$256K Buy
+655
New +$228K 0.02% 613

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's MCO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 799 shares — an estimated $401K sold.

Financial Advocates Investment Management first reported a position in MCO in Q4 2023 and held it in 7 quarters. The position peaked at $477K in Q3 2024. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 799 Moody's shares in Q3 2025, an estimated $401K.
  • Financial Advocates Investment Management first reported a position in Moody's in Q4 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's Moody's position peaked at $477K in Q3 2024.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.