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Marshall & Sterling Wealth Advisors’s Moody's MCO Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-61
Closed -$28.7K – 514
2025
Q3 		$28.7K Hold
61
– – 0.02% 236
2025
Q2 		$30.2K Buy
61
+1
+2% +$463 0.02% 220
2025
Q1 		$28K Buy
+60
New +$28.9K 0.02% 224

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 $3.37T AUM 44.26% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MCO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 61 shares — an estimated $28.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in MCO in Q1 2025 and held it in 3 quarters. The position peaked at $30.2K in Q2 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 61 Moody's shares in Q4 2025, an estimated $28.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Moody's in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Moody's position peaked at $30.2K in Q2 2025.
  • 1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.