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Investment House LLC’s Moody's MCO Stock Holding History

Investment House LLC’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
Q2 		– Sell
-4,699
Closed -$2.19M – 230
2025
Q1 		$2.19M Buy
+4,699
New +$2.26M 0.12% 112
2022
Q2 		– Sell
-720
Closed -$243K – 175
2022
Q1 		$243K Hold
720
– – 0.02% 166
2021
Q4 		$281K Hold
720
– – 0.02% 165
2021
Q3 		$256K Hold
720
– – 0.02% 172
2021
Q2 		$260K Hold
720
– – 0.02% 180
2021
Q1 		$215K Hold
720
– – 0.02% 184
2020
Q4 		$209K Hold
720
– – 0.01% 212
2020
Q3 		$209K Buy
+720
New +$206K 0.02% 198

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment House LLC's MCO Position: Q2 2025 in Review

Investment House LLC sold out of Moody's (MCO) in Q2 2025, closing a stake of 4,699 shares — an estimated $2.19M sold.

Investment House LLC first reported a position in MCO in Q3 2020 and held it in 8 quarters. The position peaked at $2.19M in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Investment House LLC reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Investment House LLC sold 4,699 Moody's shares in Q2 2025, an estimated $2.19M.
  • Investment House LLC first reported a position in Moody's in Q3 2020 and held it in 8 quarters.
  • Investment House LLC's Moody's position peaked at $2.19M in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Investment House LLC's 13F filing for Q2 2025, filed 14 Aug 2025.