Kathleen S. Wright Associates’s Moody's MCO Stock Holding History

Kathleen S. Wright Associates’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	$435K	Hold	900	–	–	0.16%	81
2025 Q2	$457K	Hold	900	–	–	0.18%	79
2025 Q1	$414K	Hold	900	–	–	0.17%	82
2024 Q4	$424K	Hold	900	–	–	0.18%	81
2024 Q3	$424K	Hold	900	–	–	0.18%	81
2024 Q2	$392K	Hold	900	–	–	0.18%	82
2024 Q1	$347K	Hold	900	–	–	0.16%	84
2023 Q4	$347K	Hold	900	–	–	0.18%	82
2023 Q3	$283K	Buy	900 +500	+125%	+$170K	0.16%	88
2023 Q2	$139K	Sell	400 -500	-56%	-$159K	0.09%	87
2023 Q1	$275K	Hold	900	–	–	0.18%	75
2022 Q4	$251K	Sell	900 -300	-25%	-$82.1K	0.17%	80
2022 Q3	$292K	Buy	1,200 +400	+50%	+$116K	0.24%	72
2022 Q2	$218K	Hold	800	–	–	0.18%	75
2022 Q1	$270K	Buy	800 +300	+60%	+$101K	0.2%	71
2021 Q4	$195K	Buy	+500	New	+$193K	0.14%	84

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kathleen S. Wright Associates's MCO Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Moody's (MCO) position steady in Q3 2025 at 900 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #81.

Kathleen S. Wright Associates first reported a position in MCO in Q4 2021 and has held it in 16 quarters since. The position peaked at $457K in Q2 2025. 1,337 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

Kathleen S. Wright Associates held 900 shares of Moody's worth $435K as of Q3 2025.
Kathleen S. Wright Associates left its Moody's share count unchanged in Q3 2025.
Moody's made up 0.16% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #81 holding.
Kathleen S. Wright Associates first reported a position in Moody's in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Moody's position peaked at $457K in Q2 2025.
1,337 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.