R Squared’s Moody's MCO Stock Holding History

R Squared’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	-1,710	Closed	-$796K	–	531
2025 Q1	$796K	Buy	1,710 +1,150	+205%	+$554K	0.85%	14
2024 Q4	$265K	Buy	+560	New	+$267K	0.26%	78

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

R Squared's MCO Position: Q2 2025 in Review

R Squared sold out of Moody's (MCO) in Q2 2025, closing a stake of 1,710 shares — an estimated $796K sold.

R Squared first reported a position in MCO in Q4 2024 and held it in 2 quarters. The position peaked at $796K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

R Squared reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
R Squared sold 1,710 Moody's shares in Q2 2025, an estimated $796K.
R Squared first reported a position in Moody's in Q4 2024 and held it in 2 quarters.
R Squared's Moody's position peaked at $796K in Q1 2025.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.