Gradient Investments’s Moody's MCO Stock Holding History

Gradient Investments’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 Q4	–	Sell	-25,654	Closed	-$12.2M	–	367
2025 Q3	$12.2M	Buy	+25,654	New	+$12.9M	0.2%	139
2024 Q1	–	Sell	-6	Closed	-$2.34K	–	1589
2023 Q4	$2.34K	Hold	6	–	–	﹤0.01%	1186
2023 Q3	$1.9K	Sell	6 -6	-50%	-$2.04K	﹤0.01%	1192
2023 Q2	$4.17K	Buy	+12	New	+$3.8K	﹤0.01%	987
2023 Q1	–	Sell	-2	Closed	-$557	–	1589
2022 Q4	$557	Sell	2 -3	-60%	-$821	﹤0.01%	1290
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	1254
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	1144
2022 Q1	$2K	Sell	5 -52	-91%	-$17.5K	﹤0.01%	1043
2021 Q4	$22K	Buy	57 +52	+1,040%	+$20.1K	﹤0.01%	639
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	1012
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	999
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	1010
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	1061
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	1066
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	988
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	1014
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1031
2019 Q3	$1K	Buy	+5	New	+$1.05K	﹤0.01%	1020
2018 Q2	–	Sell	-2	Closed	–	–	1085
2018 Q1	$0	Hold	2	–	–	﹤0.01%	1102
2017 Q4	$0	Buy	+2	New	+$293	﹤0.01%	1055

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

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

Gradient Investments's MCO Position: Q4 2025 in Review

Gradient Investments sold out of Moody's (MCO) in Q4 2025, closing a stake of 25,654 shares — an estimated $12.2M sold.

Gradient Investments first reported a position in MCO in Q4 2017 and held it in 20 quarters. The position peaked at $12.2M in Q3 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Gradient Investments reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Gradient Investments sold 25,654 Moody's shares in Q4 2025, an estimated $12.2M.
Gradient Investments first reported a position in Moody's in Q4 2017 and held it in 20 quarters.
Gradient Investments's Moody's position peaked at $12.2M in Q3 2025.
1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.