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Petrus Trust Company’s Moody's MCO Stock Holding History

Petrus Trust Company’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
-1,257
Closed -$585K – 636
2025
Q1 		$585K Buy
+1,257
New +$606K 0.05% 136
2024
Q3 		– Sell
-684
Closed -$288K – 669
2024
Q2 		$288K Buy
+684
New +$272K 0.03% 449
2024
Q1 		– Sell
-658
Closed -$257K – 732
2023
Q4 		$257K Sell
658
-394
-37% -$137K 0.02% 496
2023
Q3 		$333K Buy
+1,052
New +$358K 0.04% 353

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Petrus Trust Company's MCO Position: Q2 2025 in Review

Petrus Trust Company sold out of Moody's (MCO) in Q2 2025, closing a stake of 1,257 shares — an estimated $585K sold.

Petrus Trust Company first reported a position in MCO in Q3 2023 and held it in 4 quarters. The position peaked at $585K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Petrus Trust Company reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,257 Moody's shares in Q2 2025, an estimated $585K.
  • Petrus Trust Company first reported a position in Moody's in Q3 2023 and held it in 4 quarters.
  • Petrus Trust Company's Moody's position peaked at $585K in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.