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Legacy Capital Group California’s Moody's MCO Stock Holding History

Legacy Capital Group California’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
-572
Closed -$273K – 353
2025
Q3 		$273K Buy
572
+25
+5% +$12.6K 0.07% 298
2025
Q2 		$274K Sell
547
-1,480
-73% -$686K 0.08% 278
2025
Q1 		$944K Buy
+2,027
New +$977K 0.33% 66

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Capital Group California's MCO Position: Q4 2025 in Review

Legacy Capital Group California sold out of Moody's (MCO) in Q4 2025, closing a stake of 572 shares — an estimated $273K sold.

Legacy Capital Group California first reported a position in MCO in Q1 2025 and held it in 3 quarters. The position peaked at $944K in Q1 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Legacy Capital Group California reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 572 Moody's shares in Q4 2025, an estimated $273K.
  • Legacy Capital Group California first reported a position in Moody's in Q1 2025 and held it in 3 quarters.
  • Legacy Capital Group California's Moody's position peaked at $944K in Q1 2025.
  • 1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.