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Freedom Investment Management’s Moody's MCO Stock Holding History

Freedom 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
-1,278
Closed -$641K – 459
2025
Q2 		$641K Sell
1,278
-1
-0.1% -$463 0.05% 371
2025
Q1 		$595K Sell
1,279
-146
-10% -$70.3K 0.05% 375
2024
Q4 		$675K Buy
1,425
+196
+16% +$93.5K 0.06% 329
2024
Q3 		$583K Sell
1,229
-26
-2% -$12.1K 0.05% 382
2024
Q2 		$528K Buy
1,255
+50
+4% +$19.9K 0.04% 418
2024
Q1 		$473K Buy
1,205
+278
+30% +$107K 0.04% 452
2023
Q4 		$362K Buy
927
+74
+9% +$25.7K 0.03% 531
2023
Q3 		$270K Buy
853
+95
+13% +$32.3K 0.03% 540
2023
Q2 		$263K Buy
+758
New +$240K 0.03% 580
2018
Q4 		– Sell
-1,979
Closed -$352K – 849
2018
Q3 		$352K Sell
1,979
-100
-5% -$17.6K 0.02% 659
2018
Q2 		$355K Sell
2,079
-4,302
-67% -$728K 0.02% 694
2018
Q1 		$1.03M Buy
6,381
+403
+7% +$65.2K 0.05% 360
2017
Q4 		$882K Buy
5,978
+2,639
+79% +$387K 0.05% 408
2017
Q3 		$465K Buy
3,339
+63
+2% +$8.28K 0.03% 631
2017
Q2 		$399K Buy
3,276
+435
+15% +$50.9K 0.02% 663
2017
Q1 		$318K Sell
2,841
-479
-14% -$51.4K 0.02% 734
2016
Q4 		$313K Buy
+3,320
New +$335K 0.02% 673

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 $5.72T 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's MCO Position: Q3 2025 in Review

Freedom Investment Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 1,278 shares — an estimated $641K sold.

Freedom Investment Management first reported a position in MCO in Q4 2016 and held it in 17 quarters. The position peaked at $1.03M in Q1 2018. 1,337 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Freedom Investment Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,278 Moody's shares in Q3 2025, an estimated $641K.
  • Freedom Investment Management first reported a position in Moody's in Q4 2016 and held it in 17 quarters.
  • Freedom Investment Management's Moody's position peaked at $1.03M in Q1 2018.
  • 1,337 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.