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Marcum Wealth’s Moody's MCO Stock Holding History

Marcum Wealth’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 		$224K Buy
481
+7
+1% +$3.37K 0.02% 345
2024
Q4 		$224K Buy
474
+3
+0.6% +$1.43K 0.02% 341
2024
Q3 		$224K Buy
+471
New +$218K 0.02% 339

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Marcum Wealth's MCO Position: Q1 2025 in Review

Marcum Wealth increased its Moody's (MCO) stake by 1.5% in Q1 2025, buying an estimated $3.37K and bringing the position to 481 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #345.

Marcum Wealth first reported a position in MCO in Q3 2024 and has held it in 3 quarters since. The position peaked at $224K in Q4 2024. 1,313 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Marcum Wealth held 481 shares of Moody's worth $224K as of Q1 2025.
  • Marcum Wealth bought 7 Moody's shares in Q1 2025, an estimated $3.37K.
  • Moody's made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #345 holding.
  • Marcum Wealth first reported a position in Moody's in Q3 2024 and has held it in 3 quarters since.
  • Marcum Wealth's Moody's position peaked at $224K in Q4 2024.
  • 1,313 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.