Lawson Kroeker Investment Management’s Moody's MCO Stock Holding History

Lawson Kroeker 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 Q4	–	Sell	-2,070	Closed	-$986K	–	79
2025 Q3	$986K	Hold	2,070	–	–	0.18%	66
2025 Q2	$1.04M	Hold	2,070	–	–	0.19%	65
2025 Q1	$964K	Hold	2,070	–	–	0.18%	65
2024 Q4	$980K	Hold	2,070	–	–	0.18%	64
2024 Q3	$982K	Hold	2,070	–	–	0.18%	66
2024 Q2	$871K	Hold	2,070	–	–	0.17%	67
2024 Q1	$814K	Hold	2,070	–	–	0.15%	70
2023 Q4	$808K	Hold	2,070	–	–	0.17%	70
2023 Q3	$654K	Hold	2,070	–	–	0.14%	73
2023 Q2	$720K	Hold	2,070	–	–	0.17%	65
2023 Q1	$633K	Buy	+2,070	New	+$625K	0.14%	76

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lawson Kroeker Investment Management's MCO Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Moody's (MCO) in Q4 2025, closing a stake of 2,070 shares — an estimated $986K sold.

Lawson Kroeker Investment Management first reported a position in MCO in Q1 2023 and held it in 11 quarters. The position peaked at $1.04M in Q2 2025. 1,424 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Lawson Kroeker Investment Management reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
Lawson Kroeker Investment Management sold 2,070 Moody's shares in Q4 2025, an estimated $986K.
Lawson Kroeker Investment Management first reported a position in Moody's in Q1 2023 and held it in 11 quarters.
Lawson Kroeker Investment Management's Moody's position peaked at $1.04M in Q2 2025.
1,424 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.