MQS Management’s Moody's MCO Stock Holding History

MQS 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 Q2	–	Sell	-489	Closed	-$228K	–	580
2025 Q1	$228K	Buy	+489	New	+$236K	0.13%	339
2023 Q4	–	Sell	-1,127	Closed	-$356K	–	595
2023 Q3	$356K	Buy	+1,127	New	+$383K	0.22%	199
2023 Q2	–	Sell	-1,559	Closed	-$477K	–	537
2023 Q1	$477K	Buy	+1,559	New	+$471K	0.31%	105
2022 Q4	–	Sell	-1,548	Closed	-$376K	–	501
2022 Q3	$376K	Buy	1,548 +160	+12%	+$46.5K	0.24%	151
2022 Q2	$377K	Buy	+1,388	New	+$415K	0.26%	158

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

MQS Management's MCO Position: Q2 2025 in Review

MQS Management sold out of Moody's (MCO) in Q2 2025, closing a stake of 489 shares — an estimated $228K sold.

MQS Management first reported a position in MCO in Q2 2022 and held it in 5 quarters. The position peaked at $477K in Q1 2023. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

MQS Management reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
MQS Management sold 489 Moody's shares in Q2 2025, an estimated $228K.
MQS Management first reported a position in Moody's in Q2 2022 and held it in 5 quarters.
MQS Management's Moody's position peaked at $477K in Q1 2023.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on MQS Management's 13F filing for Q2 2025, filed 31 Jul 2025.