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Kerrisdale Advisers’s Moody's MCO Stock Holding History

Kerrisdale Advisers’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 		– Sell
-2,077
Closed -$983K – 92
2024
Q4 		$983K Hold
2,077
– – 0.33% 58
2024
Q3 		$986K Sell
2,077
-6,716
-76% -$3.11M 0.34% 60
2024
Q2 		$3.7M Sell
8,793
-880
-9% -$350K 1.16% 28
2024
Q1 		$3.8M Hold
9,673
– – 1.19% 26
2023
Q4 		$3.78M Hold
9,673
– – 1.13% 32
2023
Q3 		$3.06M Sell
9,673
-8,885
-48% -$3.02M 0.97% 35
2023
Q2 		$6.45M Sell
18,558
-3,185
-15% -$1.01M 1.74% 19
2023
Q1 		$6.65M Sell
21,743
-1,505
-6% -$455K 1.97% 17
2022
Q4 		$6.48M Sell
23,248
-3,400
-13% -$930K 1.92% 16
2022
Q3 		$6.48M Buy
26,648
+19,002
+249% +$5.52M 1.57% 21
2022
Q2 		$2.08M Buy
+7,646
New +$2.29M 0.65% 42

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

Kerrisdale Advisers's MCO Position: Q1 2025 in Review

Kerrisdale Advisers sold out of Moody's (MCO) in Q1 2025, closing a stake of 2,077 shares — an estimated $983K sold.

Kerrisdale Advisers first reported a position in MCO in Q2 2022 and held it in 11 quarters. The position peaked at $6.65M in Q1 2023. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Kerrisdale Advisers reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
  • Kerrisdale Advisers sold 2,077 Moody's shares in Q1 2025, an estimated $983K.
  • Kerrisdale Advisers first reported a position in Moody's in Q2 2022 and held it in 11 quarters.
  • Kerrisdale Advisers's Moody's position peaked at $6.65M in Q1 2023.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Kerrisdale Advisers's 13F filing for Q1 2025, filed 15 May 2025.