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 Omaha, Nebraska $299B AUM 27.55% 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 $52.8B AUM 12.71% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lion Street Advisors's MCO Position: Q3 2025 in Review

Lion Street Advisors reduced its Moody's (MCO) stake by 12% in Q3 2025, selling an estimated $39.8K and leaving 576 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #191.

Lion Street Advisors first reported a position in MCO in Q3 2021 and has held it in 11 quarters since. The position peaked at $329K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

Lion Street Advisors held 576 shares of Moody's worth $233K as of Q3 2025.
Lion Street Advisors sold 79 Moody's shares in Q3 2025, an estimated $39.8K.
Moody's made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #191 holding.
Lion Street Advisors first reported a position in Moody's in Q3 2021 and has held it in 11 quarters since.
Lion Street Advisors's Moody's position peaked at $329K in Q2 2025.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.