FORA Capital’s Moody's MCO Stock Holding History

FORA Capital’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	-778	Closed	-$390K	–	606
2025 Q2	$390K	Buy	+778	New	+$360K	0.04%	363
2024 Q3	–	Sell	-2,068	Closed	-$870K	–	519
2024 Q2	$870K	Buy	2,068 +1,067	+107%	+$425K	0.11%	231
2024 Q1	$393K	Buy	+1,001	New	+$386K	0.03%	352
2023 Q2	–	Sell	-2,294	Closed	-$702K	–	505
2023 Q1	$702K	Sell	2,294 -5,384	-70%	-$1.63M	0.07%	302
2022 Q4	$2.14M	Sell	7,678 -2,624	-25%	-$718K	0.35%	78
2022 Q3	$2.5M	Buy	10,302 +6,441	+167%	+$1.87M	0.48%	49
2022 Q2	$1.05M	Buy	+3,861	New	+$1.16M	0.21%	150
2022 Q1	–	Sell	-2,881	Closed	-$1.13M	–	582
2021 Q4	$1.13M	Buy	+2,881	New	+$1.11M	0.44%	63
2021 Q2	–	Sell	-3,502	Closed	-$1.05M	–	1039
2021 Q1	$1.05M	Buy	+3,502	New	+$986K	0.34%	59
2020 Q4	–	Sell	-974	Closed	-$282K	–	1046
2020 Q3	$282K	Buy	+974	New	+$278K	0.18%	124
2020 Q1	–	Sell	-10,983	Closed	-$2.61M	–	1212
2019 Q4	$2.61M	Buy	+10,983	New	+$2.44M	0.26%	89

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FORA Capital's MCO Position: Q3 2025 in Review

FORA Capital sold out of Moody's (MCO) in Q3 2025, closing a stake of 778 shares — an estimated $390K sold.

FORA Capital first reported a position in MCO in Q4 2019 and held it in 11 quarters. The position peaked at $2.61M in Q4 2019. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

FORA Capital reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 778 Moody's shares in Q3 2025, an estimated $390K.
FORA Capital first reported a position in Moody's in Q4 2019 and held it in 11 quarters.
FORA Capital's Moody's position peaked at $2.61M in Q4 2019.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.