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Independent Financial Group’s Moody's MCO Stock Holding History

Independent Financial Group’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 		– Sell
-466
Closed -$234K – 1400
2025
Q2 		$234K Sell
466
-1
-0.2% -$463 0.01% 1148
2025
Q1 		$217K Buy
+467
New +$225K 0.01% 1082

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 $3.38T AUM 44.17% 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

Independent Financial Group's MCO Position: Q3 2025 in Review

Independent Financial Group sold out of Moody's (MCO) in Q3 2025, closing a stake of 466 shares — an estimated $234K sold.

Independent Financial Group first reported a position in MCO in Q1 2025 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Independent Financial Group reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 466 Moody's shares in Q3 2025, an estimated $234K.
  • Independent Financial Group first reported a position in Moody's in Q1 2025 and held it in 2 quarters.
  • Independent Financial Group's Moody's position peaked at $234K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.