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Kula Investments’s Moody's MCO Stock Holding History

Kula Investments’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
2023
Q1 		$319K Buy
+1,041
New +$315K 0.08% 442

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's MCO Position: Q1 2023 in Review

Kula Investments opened a new position in Moody's (MCO) in Q1 2023: 1,041 shares worth $319K. The stake represents 0.08% of the portfolio and ranks #442 among its holdings.

963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Kula Investments held 1,041 shares of Moody's worth $319K as of Q1 2023.
  • Moody's was a new Kula Investments position in Q1 2023.
  • Moody's made up 0.08% of Kula Investments's portfolio in Q1 2023, its #442 holding.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.