Global Financial Private Client’s Moody's MCO Stock Holding History

Global Financial Private Client’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	–	Sell	-32	Closed	-$14.9K	–	1030
2025 Q1	$14.9K	Buy	32 +5	+19%	+$2.41K	0.01%	499
2024 Q4	$12.8K	Buy	27 +3	+13%	+$1.43K	﹤0.01%	503
2024 Q3	$11.4K	Buy	24 +20	+500%	+$9.27K	﹤0.01%	530
2024 Q2	$1.68K	Hold	4	–	–	﹤0.01%	588
2024 Q1	$1.58K	Hold	4	–	–	﹤0.01%	609
2023 Q4	$1.56K	Hold	4	–	–	﹤0.01%	599
2023 Q3	$1.26K	Hold	4	–	–	﹤0.01%	604
2023 Q2	$1.39K	Hold	4	–	–	﹤0.01%	598
2023 Q1	$1.22K	Hold	4	–	–	﹤0.01%	608
2022 Q4	$1.11K	Hold	4	–	–	﹤0.01%	606
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	581
2022 Q2	$1.1K	Hold	4	–	–	﹤0.01%	559
2022 Q1	$1.36K	Hold	4	–	–	﹤0.01%	561
2021 Q4	$1.56K	Hold	4	–	–	﹤0.01%	542
2021 Q3	$1.44K	Hold	4	–	–	﹤0.01%	497
2021 Q2	$1.46K	Hold	4	–	–	﹤0.01%	502
2021 Q1	$1.23K	Hold	4	–	–	﹤0.01%	485
2020 Q4	$1.16K	Buy	+4	New	+$1.12K	﹤0.01%	468

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

Global Financial Private Client's MCO Position: Q2 2025 in Review

Global Financial Private Client sold out of Moody's (MCO) in Q2 2025, closing a stake of 32 shares — an estimated $14.9K sold.

Global Financial Private Client first reported a position in MCO in Q4 2020 and held it in 18 quarters. The position peaked at $14.9K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Global Financial Private Client reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 32 Moody's shares in Q2 2025, an estimated $14.9K.
Global Financial Private Client first reported a position in Moody's in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Moody's position peaked at $14.9K in Q1 2025.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.