Ground Swell Capital’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-539
Closed -$251K 212
2025
Q1
$251K Buy
+539
New +$260K 0.54% 74
2024
Q4
Sell
-902
Closed -$428K 217
2024
Q3
$428K Buy
+902
New +$418K 0.38% 39
2014
Q3
$29K Buy
312
+102
+49% +$9.35K 0.05% 377
2014
Q2
$18K Buy
+210
New +$17.3K 0.03% 449

Other funds holding MCO

Ground Swell Capital's MCO Position: Q2 2025 in Review

Ground Swell Capital sold out of Moody's (MCO) in Q2 2025, closing a stake of 539 shares — an estimated $251K sold.

Ground Swell Capital first reported a position in MCO in Q2 2014 and held it in 4 quarters. The position peaked at $428K in Q3 2024. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Ground Swell Capital reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 539 Moody's shares in Q2 2025, an estimated $251K.
  • Ground Swell Capital first reported a position in Moody's in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's Moody's position peaked at $428K in Q3 2024.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.