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IMS Capital Management’s Moody's MCO Stock Holding History

IMS Capital 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 		$2.08M Buy
4,361
+65
+2% +$32.8K 0.96% 30
2025
Q2 		$2.15M Sell
4,296
-52
-1% -$24.1K 1.01% 27
2025
Q1 		$2.02M Buy
4,348
+25
+0.6% +$12K 1.02% 32
2024
Q4 		$2.05M Buy
4,323
+15
+0.3% +$7.16K 0.95% 32
2024
Q3 		$2.04M Hold
4,308
– – 0.92% 33
2024
Q2 		$2.04M Buy
4,308
+38
+0.9% +$15.1K 0.95% 33
2024
Q1 		$1.68M Buy
4,270
+30
+0.7% +$11.6K 0.78% 41
2023
Q4 		$1.66M Sell
4,240
-75
-2% -$26.1K 0.81% 38
2023
Q3 		$1.36M Buy
4,315
+5
+0.1% +$1.7K 0.81% 34
2023
Q2 		$1.5M Buy
4,310
+30
+0.7% +$9.51K 0.83% 35
2023
Q1 		$1.31M Buy
4,280
+5
+0.1% +$1.51K 0.78% 36
2022
Q4 		$1.19M Buy
4,275
+20
+0.5% +$5.47K 0.76% 38
2022
Q3 		$1.03M Buy
4,255
+1,112
+35% +$323K 0.71% 40
2022
Q2 		$855K Buy
3,143
+96
+3% +$28.7K 0.55% 53
2022
Q1 		$1.03M Buy
3,047
+827
+37% +$278K 0.54% 50
2021
Q4 		$867K Buy
2,220
+255
+13% +$98.3K 0.45% 58
2021
Q3 		$698K Buy
1,965
+105
+6% +$39.6K 0.4% 62
2021
Q2 		$674K Hold
1,860
– – 0.4% 65
2021
Q1 		$555K Hold
1,860
– – 0.35% 71
2020
Q4 		$540K Buy
1,860
+95
+5% +$26.6K 0.34% 65
2020
Q3 		$512K Buy
1,765
+20
+1% +$5.71K 0.37% 68
2020
Q2 		$479K Sell
1,745
-85
-5% -$21.6K 0.37% 73
2020
Q1 		$387K Buy
1,830
+60
+3% +$14.6K 0.39% 76
2019
Q4 		$420K Buy
1,770
+100
+6% +$22.2K 0.29% 94
2019
Q3 		$342K Buy
1,670
+250
+18% +$52.4K 0.26% 103
2019
Q2 		$277K Hold
1,420
– – 0.21% 102
2019
Q1 		$257K Buy
+1,420
New +$233K 0.21% 106
2018
Q4 		– Sell
-355
Closed -$59K – 260
2018
Q3 		$59K Buy
+355
New +$62.4K 0.04% 188

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMS Capital Management's MCO Position: Q3 2025 in Review

IMS Capital Management increased its Moody's (MCO) stake by 1.5% in Q3 2025, buying an estimated $32.8K and bringing the position to 4,361 shares worth $2.08M. The position accounts for 0.96% of the portfolio, ranked #30.

IMS Capital Management first reported a position in MCO in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.15M in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • IMS Capital Management held 4,361 shares of Moody's worth $2.08M as of Q3 2025.
  • IMS Capital Management bought 65 Moody's shares in Q3 2025, an estimated $32.8K.
  • Moody's made up 0.96% of IMS Capital Management's portfolio in Q3 2025, its #30 holding.
  • IMS Capital Management first reported a position in Moody's in Q3 2018 and has held it in 28 quarters since.
  • IMS Capital Management's Moody's position peaked at $2.15M in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.