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Kingfisher Capital’s Moody's MCO Stock Holding History

Kingfisher Capital’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
2024
Q3 		$3.3M Sell
6,943
-415
-6% -$192K 0.75% 49
2024
Q2 		$3.1M Buy
7,358
+49
+0.7% +$19.5K 0.72% 49
2024
Q1 		$2.87M Buy
7,309
+73
+1% +$28.1K 0.69% 53
2023
Q4 		$2.83M Sell
7,236
-220
-3% -$76.5K 0.74% 53
2023
Q3 		$2.36M Buy
7,456
+47
+0.6% +$16K 0.64% 61
2023
Q2 		$2.58M Sell
7,409
-72
-1% -$22.8K 0.67% 61
2023
Q1 		$2.29M Buy
7,481
+17
+0.2% +$5.14K 0.6% 65
2022
Q4 		$2.08M Buy
7,464
+10
+0.1% +$2.73K 0.55% 67
2022
Q3 		$1.81M Buy
7,454
+181
+2% +$52.6K 0.5% 68
2022
Q2 		$1.98M Buy
+7,273
New +$2.18M 0.57% 64

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Kingfisher Capital's MCO Position: Q3 2024 in Review

Kingfisher Capital reduced its Moody's (MCO) stake by 5.6% in Q3 2024, selling an estimated $192K and leaving 6,943 shares worth $3.3M. The position accounts for 0.75% of the portfolio, ranked #49.

Kingfisher Capital first reported a position in MCO in Q2 2022 and has held it in 10 quarters since. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Kingfisher Capital held 6,943 shares of Moody's worth $3.3M as of Q3 2024.
  • Kingfisher Capital sold 415 Moody's shares in Q3 2024, an estimated $192K.
  • Moody's made up 0.75% of Kingfisher Capital's portfolio in Q3 2024, its #49 holding.
  • Kingfisher Capital first reported a position in Moody's in Q2 2022 and has held it in 10 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.