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Kestra Investment Management’s Moody's MCO Stock Holding History

Kestra Investment 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 		– Sell
-476
Closed -$237K – 781
2025
Q2 		$237K Buy
476
+436
+1,090% +$202K ﹤0.01% 464
2025
Q1 		$18.6K Sell
40
-151
-79% -$72.8K ﹤0.01% 561
2024
Q4 		$90.2K Buy
+191
New +$91.2K ﹤0.01% 452

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

Kestra Investment Management's MCO Position: Q3 2025 in Review

Kestra Investment Management sold out of Moody's (MCO) in Q3 2025, closing a stake of 476 shares — an estimated $237K sold.

Kestra Investment Management first reported a position in MCO in Q4 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Kestra Investment Management reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 476 Moody's shares in Q3 2025, an estimated $237K.
  • Kestra Investment Management first reported a position in Moody's in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Moody's position peaked at $237K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

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