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Morningstar Investment Services’s Moody's MCO Stock Holding History

Morningstar Investment Services’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
-682
Closed -$323K – 292
2024
Q3 		$323K Buy
682
+106
+18% +$49.1K ﹤0.01% 335
2024
Q2 		$242K Buy
+576
New +$229K ﹤0.01% 345
2024
Q1 		– Sell
-1,775
Closed -$693K – 390
2023
Q4 		$693K Buy
1,775
+988
+126% +$343K ﹤0.01% 261
2023
Q3 		$251K Buy
787
+24
+3% +$8.16K ﹤0.01% 253
2023
Q2 		$263K Buy
+763
New +$242K ﹤0.01% 230

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $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

Morningstar Investment Services's MCO Position: Q4 2024 in Review

Morningstar Investment Services sold out of Moody's (MCO) in Q4 2024, closing a stake of 682 shares — an estimated $323K sold.

Morningstar Investment Services first reported a position in MCO in Q2 2023 and held it in 5 quarters. The position peaked at $693K in Q4 2023. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Morningstar Investment Services reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 682 Moody's shares in Q4 2024, an estimated $323K.
  • Morningstar Investment Services first reported a position in Moody's in Q2 2023 and held it in 5 quarters.
  • Morningstar Investment Services's Moody's position peaked at $693K in Q4 2023.
  • 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.