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Kowal Investment Group’s Moody's MCO Stock Holding History

Kowal Investment Group’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 		$311K Buy
655
+81
+14% +$37.5K 0.06% 154
2024
Q2 		$242K Sell
574
-96
-14% -$38.2K 0.05% 161
2024
Q1 		$263K Buy
670
+88
+15% +$33.9K 0.06% 148
2023
Q4 		$227K Buy
+582
New +$202K 0.05% 153
2021
Q4 		– Sell
-214
Closed -$76K – 596
2021
Q3 		$76K Buy
+214
New +$80.6K 0.02% 188

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

Kowal Investment Group's MCO Position: Q3 2024 in Review

Kowal Investment Group increased its Moody's (MCO) stake by 14% in Q3 2024, buying an estimated $37.5K and bringing the position to 655 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #154.

Kowal Investment Group first reported a position in MCO in Q3 2021 and has held it in 5 quarters since. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Kowal Investment Group held 655 shares of Moody's worth $311K as of Q3 2024.
  • Kowal Investment Group bought 81 Moody's shares in Q3 2024, an estimated $37.5K.
  • Moody's made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #154 holding.
  • Kowal Investment Group first reported a position in Moody's in Q3 2021 and has held it in 5 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.