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Impact Asset Management’s Moody's MCO Stock Holding History

Impact Asset 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
Q1 		$5.59M Sell
12,010
-2,550
-18% -$1.23M 2.19% 19
2024
Q4 		$6.89M Sell
14,560
-400
-3% -$191K 2.72% 8
2024
Q3 		$7.1M Buy
+14,960
New +$6.93M 2.73% 10

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Impact Asset Management's MCO Position: Q1 2025 in Review

Impact Asset Management reduced its Moody's (MCO) stake by 18% in Q1 2025, selling an estimated $1.23M and leaving 12,010 shares worth $5.59M. The position accounts for 2.19% of the portfolio, ranked #19.

Impact Asset Management first reported a position in MCO in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.1M in Q3 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Impact Asset Management held 12,010 shares of Moody's worth $5.59M as of Q1 2025.
  • Impact Asset Management sold 2,550 Moody's shares in Q1 2025, an estimated $1.23M.
  • Moody's made up 2.19% of Impact Asset Management's portfolio in Q1 2025, its #19 holding.
  • Impact Asset Management first reported a position in Moody's in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's Moody's position peaked at $7.1M in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.