GWN Securities’s Moody's MCO Stock Holding History

GWN Securities’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	-454	Closed	-$228K	–	415
2025 Q2	$228K	Buy	+454	New	+$210K	0.04%	350
2025 Q1	–	Sell	-534	Closed	-$261K	–	743
2024 Q4	$261K	Buy	+534	New	+$255K	0.07%	273

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 $3.38T AUM 44.17% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

GWN Securities's MCO Position: Q3 2025 in Review

GWN Securities sold out of Moody's (MCO) in Q3 2025, closing a stake of 454 shares — an estimated $228K sold.

GWN Securities first reported a position in MCO in Q4 2024 and held it in 2 quarters. The position peaked at $261K in Q4 2024. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

GWN Securities reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 454 Moody's shares in Q3 2025, an estimated $228K.
GWN Securities first reported a position in Moody's in Q4 2024 and held it in 2 quarters.
GWN Securities's Moody's position peaked at $261K in Q4 2024.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.