Portfolio Design Labs’s Moody's MCO Stock Holding History

Portfolio Design Labs’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	-480	Closed	-$224K	–	177
2025 Q1	$224K	Buy	+480	New	+$231K	0.05%	170

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

Portfolio Design Labs's MCO Position: Q2 2025 in Review

Portfolio Design Labs sold out of Moody's (MCO) in Q2 2025, closing a stake of 480 shares — an estimated $224K sold.

Portfolio Design Labs first reported a position in MCO in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Portfolio Design Labs reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
Portfolio Design Labs sold 480 Moody's shares in Q2 2025, an estimated $224K.
Portfolio Design Labs first reported a position in Moody's in Q1 2025 and held it in 1 quarter.
Portfolio Design Labs's Moody's position peaked at $224K in Q1 2025.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Portfolio Design Labs's 13F filing for Q2 2025, filed 13 Aug 2025.