Heck Capital Advisors’s Moody's MCO Stock Holding History

Heck Capital 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 Q1	–	Sell	-10	Closed	-$4.73K	–	565
2024 Q4	$4.73K	Buy	+10	New	+$4.77K	﹤0.01%	580

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Heck Capital Advisors's MCO Position: Q1 2025 in Review

Heck Capital Advisors sold out of Moody's (MCO) in Q1 2025, closing a stake of 10 shares — an estimated $4.73K sold.

Heck Capital Advisors first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $4.73K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Heck Capital Advisors reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 10 Moody's shares in Q1 2025, an estimated $4.73K.
Heck Capital Advisors first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Moody's position peaked at $4.73K in Q4 2024.
1,314 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.