MAM
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Magellan Asset Management’s Moody's MCO Stock Holding History

Magellan Asset Management’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
-798
Closed -$379K – 104
2024
Q3 		$379K Sell
798
-50
-6% -$23.2K ﹤0.01% 91
2024
Q2 		$357K Buy
848
+174
+26% +$69.2K ﹤0.01% 93
2024
Q1 		$265K Sell
674
-36
-5% -$13.9K ﹤0.01% 96
2023
Q4 		$277K Buy
710
+14
+2% +$4.87K ﹤0.01% 93
2023
Q3 		$220K Hold
696
– – ﹤0.01% 93
2023
Q2 		$242K Buy
696
+57
+9% +$18.1K ﹤0.01% 91
2023
Q1 		$196K Sell
639
-31
-5% -$9.37K ﹤0.01% 95
2022
Q4 		$187K Sell
670
-1,054
-61% -$288K ﹤0.01% 95
2022
Q3 		$419K Buy
1,724
+571
+50% +$166K ﹤0.01% 84
2022
Q2 		$314K Buy
1,153
+89
+8% +$26.6K ﹤0.01% 85
2022
Q1 		$359K Sell
1,064
-49
-4% -$16.5K ﹤0.01% 85
2021
Q4 		$435K Sell
1,113
-151
-12% -$58.2K ﹤0.01% 76
2021
Q3 		$449K Sell
1,264
-102
-7% -$38.4K ﹤0.01% 74
2021
Q2 		$495K Sell
1,366
-165
-11% -$54.9K ﹤0.01% 67
2021
Q1 		$457K Buy
1,531
+642
+72% +$181K ﹤0.01% 65
2020
Q4 		$258K Buy
889
+758
+579% +$212K ﹤0.01% 72
2020
Q3 		$38K Buy
+131
New +$37.4K ﹤0.01% 76
2020
Q1 		– Sell
-133
Closed -$32K – 81
2019
Q4 		$32K Hold
133
– – ﹤0.01% 77
2019
Q3 		$27K Sell
133
-36
-21% -$7.55K ﹤0.01% 78
2019
Q2 		$33K Hold
169
– – ﹤0.01% 73
2019
Q1 		$31K Hold
169
– – ﹤0.01% 68
2018
Q4 		$24K Buy
+169
New +$25.5K ﹤0.01% 70

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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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

Magellan Asset Management's MCO Position: Q4 2024 in Review

Magellan Asset Management sold out of Moody's (MCO) in Q4 2024, closing a stake of 798 shares — an estimated $379K sold.

Magellan Asset Management first reported a position in MCO in Q4 2018 and held it in 22 quarters. The position peaked at $495K in Q2 2021. 1,303 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Magellan Asset Management reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Magellan Asset Management sold 798 Moody's shares in Q4 2024, an estimated $379K.
  • Magellan Asset Management first reported a position in Moody's in Q4 2018 and held it in 22 quarters.
  • Magellan Asset Management's Moody's position peaked at $495K in Q2 2021.
  • 1,303 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Magellan Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.