LSA
MCO icon

Lion Street Advisors’s Moody's MCO Stock Holding History

Lion Street 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 		$233K Sell
576
-79
-12% -$39.8K 0.08% 191
2025
Q2 		$329K Buy
655
+37
+6% +$17.1K 0.1% 206
2025
Q1 		$288K Buy
+618
New +$298K 0.09% 210
2024
Q2 		– Sell
-531
Closed -$207K – 273
2024
Q1 		$207K Hold
531
– – 0.08% 236
2023
Q4 		$207K Buy
+531
New +$185K 0.08% 235
2023
Q3 		– Sell
-606
Closed -$245K – 285
2023
Q2 		$245K Buy
+606
New +$192K 0.08% 198
2023
Q1 		– Sell
-606
Closed -$245K – 257
2022
Q4 		$245K Buy
+606
New +$166K 0.13% 130
2022
Q3 		– Sell
-606
Closed -$247K – 155
2022
Q2 		$247K Hold
606
– – 0.13% 129
2022
Q1 		$203K Hold
606
– – 0.1% 139
2021
Q4 		$235K Hold
606
– – 0.11% 137
2021
Q3 		$216K Buy
+606
New +$228K 0.12% 141

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 $5.7T 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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return