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LGT Financial Advisors’s Moody's MCO Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-1
Closed -$502 – 547
2025
Q2 		$502 Buy
+1
New +$463 ﹤0.01% 435
2025
Q1 		– Sell
-175
Closed -$82.8K – 560
2024
Q4 		$82.8K Buy
+175
New +$83.5K 0.18% 109
2024
Q3 		– Sell
-42
Closed -$17.7K – 749
2024
Q2 		$17.7K Buy
+42
New +$16.7K 0.04% 331

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 $3.38T AUM 44.17% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGT Financial Advisors's MCO Position: Q3 2025 in Review

LGT Financial Advisors sold out of Moody's (MCO) in Q3 2025, closing a stake of 1 share — an estimated $502 sold.

LGT Financial Advisors first reported a position in MCO in Q2 2024 and held it in 3 quarters. The position peaked at $82.8K in Q4 2024. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • LGT Financial Advisors reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1 Moody's share in Q3 2025, an estimated $502.
  • LGT Financial Advisors first reported a position in Moody's in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's Moody's position peaked at $82.8K in Q4 2024.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.