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Hemington Wealth Management’s Moody's MCO Stock Holding History

Hemington Wealth Management’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 		$80K Buy
168
+2
+1% +$1.01K 0.01% 277
2025
Q2 		$83K Buy
166
+11
+7% +$5.09K 0.01% 247
2025
Q1 		$72K Buy
155
+19
+14% +$9.15K 0.01% 257
2024
Q4 		$64K Buy
136
+15
+12% +$7.16K 0.02% 267
2024
Q3 		$54K Buy
+121
New +$56.1K 0.01% 272

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's MCO Position: Q3 2025 in Review

Hemington Wealth Management increased its Moody's (MCO) stake by 1.2% in Q3 2025, buying an estimated $1.01K and bringing the position to 168 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #277.

Hemington Wealth Management first reported a position in MCO in Q3 2024 and has held it in 5 quarters since. The position peaked at $83K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Hemington Wealth Management held 168 shares of Moody's worth $80K as of Q3 2025.
  • Hemington Wealth Management bought 2 Moody's shares in Q3 2025, an estimated $1.01K.
  • Moody's made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #277 holding.
  • Hemington Wealth Management first reported a position in Moody's in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Moody's position peaked at $83K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.