Fort Point Capital Partners’s Moody's MCO Stock Holding History

Fort Point Capital Partners’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	-833	Closed	-$418K	–	287
2025 Q2	$418K	Sell	833 -9	-1%	-$4.17K	0.04%	244
2025 Q1	$392K	Sell	842 -34	-4%	-$16.4K	0.04%	232
2024 Q4	$415K	Sell	876 -14	-2%	-$6.68K	0.05%	224
2024 Q3	$422K	Buy	890 +32	+4%	+$14.8K	0.05%	199
2024 Q2	$361K	Sell	858 -28	-3%	-$11.1K	0.05%	229
2024 Q1	$348K	Sell	886 -17	-2%	-$6.55K	0.05%	232
2023 Q4	$353K	Buy	903 +6	+0.7%	+$2.08K	0.05%	217
2023 Q3	$284K	Buy	897 +35	+4%	+$11.9K	0.05%	220
2023 Q2	$300K	Buy	862 +53	+7%	+$16.8K	0.05%	215
2023 Q1	$248K	Hold	809	–	–	0.04%	239
2022 Q4	$225K	Buy	+809	New	+$221K	0.04%	244
2022 Q2	–	Sell	-729	Closed	-$246K	–	290
2022 Q1	$246K	Hold	729	–	–	0.04%	250
2021 Q4	$285K	Hold	729	–	–	0.04%	229
2021 Q3	$259K	Buy	+729	New	+$275K	0.04%	211

Other funds holding MCO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

TCI Fund Management

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

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

Geode Capital Management

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

Fiera Capital (Canada)

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

Bank of New York Mellon

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