Grey Fox Wealth Advisors’s Moody's MCO Stock Holding History

Grey Fox Wealth Advisors’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	-10	Closed	-$4.76K	–	417
2025 Q3	$4.76K	Buy	+10	New	+$5.04K	﹤0.01%	483

Other funds holding MCO

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 $5.72T AUM 30.48% 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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

Grey Fox Wealth Advisors's MCO Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 10 shares — an estimated $4.76K sold.

Grey Fox Wealth Advisors first reported a position in MCO in Q3 2025 and held it in 1 quarter. The position peaked at $4.76K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 10 Moody's shares in Q4 2025, an estimated $4.76K.
Grey Fox Wealth Advisors first reported a position in Moody's in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Moody's position peaked at $4.76K in Q3 2025.
1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.