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Moloney Securities Asset Management’s Moody's MCO Stock Holding History

Moloney Securities 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
2025
Q3 		$1.66M Sell
3,481
-346
-9% -$174K 0.2% 123
2025
Q2 		$1.92M Buy
3,827
+70
+2% +$32.4K 0.24% 99
2025
Q1 		$1.75M Sell
3,757
-12
-0.3% -$5.78K 0.24% 103
2024
Q4 		$1.78M Buy
3,769
+81
+2% +$38.7K 0.24% 108
2024
Q3 		$1.75M Buy
3,688
+661
+22% +$306K 0.23% 105
2024
Q2 		$1.27M Buy
3,027
+126
+4% +$50.1K 0.18% 138
2024
Q1 		$1.14M Buy
2,901
+15
+0.5% +$5.78K 0.17% 145
2023
Q4 		$1.13M Buy
2,886
+25
+0.9% +$8.69K 0.18% 140
2023
Q3 		$905K Buy
2,861
+37
+1% +$12.6K 0.16% 147
2023
Q2 		$982K Buy
2,824
+197
+7% +$62.5K 0.17% 140
2023
Q1 		$804K Sell
2,627
-69
-3% -$20.8K 0.15% 166
2022
Q4 		$751K Buy
2,696
+3
+0.1% +$821 0.17% 165
2022
Q3 		$655K Sell
2,693
-13
-0.5% -$3.78K 0.16% 179
2022
Q2 		$736K Sell
2,706
-90
-3% -$26.9K 0.17% 162
2022
Q1 		$943K Sell
2,796
-118
-4% -$39.7K 0.18% 149
2021
Q4 		$1.14M Sell
2,914
-131
-4% -$50.5K 0.19% 129
2021
Q3 		$1.08M Buy
3,045
+145
+5% +$54.6K 0.2% 137
2021
Q2 		$1.05M Sell
2,900
-128
-4% -$42.6K 0.19% 140
2021
Q1 		$904K Sell
3,028
-72
-2% -$20.3K 0.18% 142
2020
Q4 		$900K Buy
3,100
+312
+11% +$87.3K 0.2% 134
2020
Q3 		$808K Buy
2,788
+742
+36% +$212K 0.21% 122
2020
Q2 		$562K Buy
2,046
+232
+13% +$58.9K 0.16% 145
2020
Q1 		$384K Sell
1,814
-1,313
-42% -$319K 0.14% 155
2019
Q4 		$742K Sell
3,127
-195
-6% -$43.3K 0.23% 121
2019
Q3 		$680K Sell
3,322
-37
-1% -$7.76K 0.23% 120
2019
Q2 		$656K Sell
3,359
-38
-1% -$7.21K 0.22% 128
2019
Q1 		$615K Buy
3,397
+363
+12% +$59.6K 0.21% 136
2018
Q4 		$425K Buy
3,034
+97
+3% +$14.6K 0.17% 157
2018
Q3 		$491K Buy
2,937
+232
+9% +$40.8K 0.17% 153
2018
Q2 		$461K Buy
2,705
+329
+14% +$55.7K 0.17% 161
2018
Q1 		$383K Buy
+2,376
New +$385K 0.16% 172

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moloney Securities Asset Management's MCO Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Moody's (MCO) stake by 9% in Q3 2025, selling an estimated $174K and leaving 3,481 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #123.

Moloney Securities Asset Management first reported a position in MCO in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.92M in Q2 2025. 1,337 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Moloney Securities Asset Management held 3,481 shares of Moody's worth $1.66M as of Q3 2025.
  • Moloney Securities Asset Management sold 346 Moody's shares in Q3 2025, an estimated $174K.
  • Moody's made up 0.2% of Moloney Securities Asset Management's portfolio in Q3 2025, its #123 holding.
  • Moloney Securities Asset Management first reported a position in Moody's in Q1 2018 and has held it in 31 quarters since.
  • Moloney Securities Asset Management's Moody's position peaked at $1.92M in Q2 2025.
  • 1,337 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.