Napa Wealth Management’s Moody's MCO Stock Holding History

Napa Wealth 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 Q1	–	Sell	-2,109	Closed	-$998K	–	191
2024 Q4	$998K	Buy	+2,109	New	+$1.01M	0.43%	65

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Napa Wealth Management's MCO Position: Q1 2025 in Review

Napa Wealth Management sold out of Moody's (MCO) in Q1 2025, closing a stake of 2,109 shares — an estimated $998K sold.

Napa Wealth Management first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $998K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Napa Wealth Management reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Napa Wealth Management sold 2,109 Moody's shares in Q1 2025, an estimated $998K.
Napa Wealth Management first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
Napa Wealth Management's Moody's position peaked at $998K in Q4 2024.
1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.