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Lindbrook Capital’s Moody's MCO Stock Holding History

Lindbrook Capital’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
Q1 		$468K Buy
1,006
+233
+30% +$112K 0.04% 230
2024
Q4 		$366K Buy
773
+9
+1% +$4.29K 0.03% 273
2024
Q3 		$363K Sell
764
-8
-1% -$3.71K 0.03% 270
2024
Q2 		$325K Sell
772
-186
-19% -$74K 0.03% 271
2024
Q1 		$377K Buy
958
+12
+1% +$4.63K 0.04% 246
2023
Q4 		$369K Buy
946
+243
+35% +$84.5K 0.04% 242
2023
Q3 		$222K Buy
703
+17
+2% +$5.78K 0.02% 294
2023
Q2 		$239K Buy
686
+8
+1% +$2.54K 0.03% 289
2023
Q1 		$207K Buy
678
+227
+50% +$68.6K 0.02% 303
2022
Q4 		$126K Buy
451
+96
+27% +$26.3K 0.02% 435
2022
Q3 		$86K Buy
355
+45
+15% +$13.1K 0.01% 477
2022
Q2 		$84K Buy
310
+35
+13% +$10.5K 0.01% 488
2022
Q1 		$93K Sell
275
-34
-11% -$11.4K 0.01% 489
2021
Q4 		$121K Sell
309
-8
-3% -$3.09K 0.02% 446
2021
Q3 		$113K Buy
317
+9
+3% +$3.39K 0.03% 247
2021
Q2 		$112K Buy
308
+9
+3% +$3K 0.03% 271
2021
Q1 		$89K Sell
299
-3
-1% -$845 0.02% 299
2020
Q4 		$88K Buy
302
+8
+3% +$2.24K 0.02% 264
2020
Q3 		$85K Sell
294
-95
-24% -$27.1K 0.02% 239
2020
Q2 		$107K Sell
389
-19
-5% -$4.83K 0.03% 192
2020
Q1 		$86K Sell
408
-56
-12% -$13.6K 0.03% 208
2019
Q4 		$110K Buy
464
+11
+2% +$2.44K 0.04% 229
2019
Q3 		$93K Buy
453
+29
+7% +$6.08K 0.04% 253
2019
Q2 		$82K Hold
424
– – 0.03% 268
2019
Q1 		$76K Buy
424
+49
+13% +$8.05K 0.03% 285
2018
Q4 		$52K Buy
+375
New +$56.6K 0.03% 332

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Lindbrook Capital's MCO Position: Q1 2025 in Review

Lindbrook Capital increased its Moody's (MCO) stake by 30% in Q1 2025, buying an estimated $112K and bringing the position to 1,006 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #230.

Lindbrook Capital first reported a position in MCO in Q4 2018 and has held it in 26 quarters since. 1,313 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Lindbrook Capital held 1,006 shares of Moody's worth $468K as of Q1 2025.
  • Lindbrook Capital bought 233 Moody's shares in Q1 2025, an estimated $112K.
  • Moody's made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #230 holding.
  • Lindbrook Capital first reported a position in Moody's in Q4 2018 and has held it in 26 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.