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Halbert Hargrove Global Advisors’s Moody's MCO Stock Holding History

Halbert Hargrove Global 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
-8
Closed -$3.81K – 591
2025
Q3 		$3.81K Buy
+8
New +$4.03K ﹤0.01% 456
2025
Q2 		– Sell
-9
Closed -$4.35K – 509
2025
Q1 		$4.35K Buy
+9
New +$4.34K ﹤0.01% 323
2022
Q1 		– Sell
-543
Closed -$212K – 174
2021
Q4 		$212K Buy
+543
New +$209K 0.01% 155

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Halbert Hargrove Global Advisors's MCO Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 8 shares — an estimated $3.81K sold.

Halbert Hargrove Global Advisors first reported a position in MCO in Q4 2021 and held it in 3 quarters. The position peaked at $212K in Q4 2021. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 8 Moody's shares in Q4 2025, an estimated $3.81K.
  • Halbert Hargrove Global Advisors first reported a position in Moody's in Q4 2021 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Moody's position peaked at $212K in Q4 2021.
  • 1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.