North Capital’s Moody's MCO Stock Holding History

North Capital’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	-4	Closed	-$1.91K	–	456
2025 Q3	$1.91K	Buy	+4	New	+$2.02K	﹤0.01%	521

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Capital's MCO Position: Q4 2025 in Review

North Capital sold out of Moody's (MCO) in Q4 2025, closing a stake of 4 shares — an estimated $1.91K sold.

North Capital first reported a position in MCO in Q3 2025 and held it in 1 quarter. The position peaked at $1.91K in Q3 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

North Capital reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
North Capital sold 4 Moody's shares in Q4 2025, an estimated $1.91K.
North Capital first reported a position in Moody's in Q3 2025 and held it in 1 quarter.
North Capital's Moody's position peaked at $1.91K in Q3 2025.
1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.