First Horizon Advisors’s Moody's MCO Stock Holding History

First Horizon 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 Q2	$953K	Buy	1,898 +118	+7%	+$54.7K	0.02%	259
2025 Q1	$829K	Buy	1,780 +404	+29%	+$195K	0.02%	264
2024 Q4	$651K	Sell	1,376 -7	-0.5%	-$3.34K	0.02%	294
2024 Q3	$656K	Buy	1,383 +26	+2%	+$12.1K	0.02%	299
2024 Q2	$571K	Buy	1,357 +24	+2%	+$9.55K	0.02%	313
2024 Q1	$524K	Sell	1,333 -10	-0.7%	-$3.86K	0.02%	322
2023 Q4	$525K	Sell	1,343 -4	-0.3%	-$1.39K	0.02%	317
2023 Q3	$426K	Sell	1,347 -51	-4%	-$17.3K	0.02%	332
2023 Q2	$486K	Sell	1,398 -8	-0.6%	-$2.54K	0.02%	331
2023 Q1	$430K	Buy	1,406 +765	+119%	+$231K	0.02%	347
2022 Q4	$179K	Buy	641 +64	+11%	+$17.5K	0.01%	477
2022 Q3	$139K	Sell	577 -251	-30%	-$72.9K	0.01%	521
2022 Q2	$224K	Buy	828 +479	+137%	+$143K	0.01%	446
2022 Q1	$118K	Buy	349 +121	+53%	+$40.7K	0.01%	465
2021 Q4	$88K	Sell	228 -582	-72%	-$224K	﹤0.01%	717
2021 Q3	$288K	Buy	810 +758	+1,458%	+$286K	0.01%	438
2021 Q2	$18K	Sell	52 -96	-65%	-$32K	﹤0.01%	1146
2021 Q1	$44K	Hold	148	–	–	﹤0.01%	788
2020 Q4	$42K	Buy	148 +9	+6%	+$2.52K	﹤0.01%	664
2020 Q3	$40K	Buy	139 +52	+60%	+$14.8K	﹤0.01%	606
2020 Q2	$24K	Sell	87 -173	-67%	-$44K	﹤0.01%	740
2020 Q1	$55K	Hold	260	–	–	0.01%	469
2019 Q4	$62K	Hold	260	–	–	﹤0.01%	522
2019 Q3	$53K	Hold	260	–	–	﹤0.01%	534
2019 Q2	$51K	Sell	260 -240	-48%	-$45.5K	﹤0.01%	564
2019 Q1	$91K	Hold	500	–	–	0.01%	419
2018 Q4	$70K	Hold	500	–	–	0.01%	461
2018 Q3	$84K	Hold	500	–	–	0.01%	483
2018 Q2	$85K	Hold	500	–	–	0.01%	479
2018 Q1	$81K	Hold	500	–	–	0.01%	421
2017 Q4	$74K	Hold	500	–	–	0.01%	447
2017 Q3	$70K	Hold	500	–	–	0.01%	438
2017 Q2	$61K	Hold	500	–	–	0.01%	455
2017 Q1	$56K	Hold	500	–	–	0.01%	495
2016 Q4	$54K	Hold	500	–	–	0.01%	511
2016 Q3	$54K	Sell	500 -210	-30%	-$22.1K	0.01%	504
2016 Q2	$67K	Sell	710 -1	-0.1%	-$97	0.01%	459
2016 Q1	$69K	Sell	711 -30	-4%	-$2.7K	0.01%	484
2015 Q4	$74K	Buy	741 +6	+0.8%	+$601	0.01%	422
2015 Q3	$72K	Sell	735 -4	-0.5%	-$426	0.01%	444
2015 Q2	$80K	Sell	739 -18	-2%	-$1.94K	0.01%	438
2015 Q1	$79K	Sell	757 -297	-28%	-$28.7K	0.01%	452
2014 Q4	$101K	Hold	1,054	–	–	0.02%	408
2014 Q3	$100K	Buy	1,054 +90	+9%	+$8.25K	0.02%	406
2014 Q2	$85K	Buy	964 +164	+21%	+$13.5K	0.01%	447
2014 Q1	$63K	Hold	800	–	–	0.01%	465
2013 Q4	$63K	Hold	800	–	–	0.01%	446
2013 Q3	$56K	Buy	+800	New	+$52.5K	0.01%	437

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

First Horizon Advisors's MCO Position: Q2 2025 in Review

First Horizon Advisors increased its Moody's (MCO) stake by 6.6% in Q2 2025, buying an estimated $54.7K and bringing the position to 1,898 shares worth $953K. The position accounts for 0.02% of the portfolio, ranked #259.

First Horizon Advisors first reported a position in MCO in Q3 2013 and has held it in 48 quarters since. 1,347 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

First Horizon Advisors held 1,898 shares of Moody's worth $953K as of Q2 2025.
First Horizon Advisors bought 118 Moody's shares in Q2 2025, an estimated $54.7K.
Moody's made up 0.02% of First Horizon Advisors's portfolio in Q2 2025, its #259 holding.
First Horizon Advisors first reported a position in Moody's in Q3 2013 and has held it in 48 quarters since.
1,347 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.