MKA
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M. Kulyk & Associates’s Moody's MCO Stock Holding History

M. Kulyk & Associates’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
2024
Q4 		– Sell
-719
Closed -$341K – 114
2024
Q3 		$341K Hold
719
– – 0.07% 84
2024
Q2 		$303K Sell
719
-90
-11% -$35.8K 0.07% 86
2024
Q1 		$318K Buy
+809
New +$312K 0.07% 82

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 $5.72T 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

M. Kulyk & Associates's MCO Position: Q4 2024 in Review

M. Kulyk & Associates sold out of Moody's (MCO) in Q4 2024, closing a stake of 719 shares — an estimated $341K sold.

M. Kulyk & Associates first reported a position in MCO in Q1 2024 and held it in 3 quarters. The position peaked at $341K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • M. Kulyk & Associates reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • M. Kulyk & Associates sold 719 Moody's shares in Q4 2024, an estimated $341K.
  • M. Kulyk & Associates first reported a position in Moody's in Q1 2024 and held it in 3 quarters.
  • M. Kulyk & Associates's Moody's position peaked at $341K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on M. Kulyk & Associates's 13F filing for Q4 2024, filed 7 Feb 2025.