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Rise Advisors’s Moody's MCO Stock Holding History

Rise Advisors’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
-96
Closed -$45.7K – 891
2025
Q3 		$45.7K Buy
96
+3
+3% +$1.51K 0.02% 268
2025
Q2 		$46.6K Buy
93
+4
+4% +$1.85K 0.02% 254
2025
Q1 		$41.3K Sell
89
-3
-3% -$1.45K 0.02% 264
2024
Q4 		$43.3K Buy
92
+2
+2% +$955 0.02% 265
2024
Q3 		$42.9K Hold
90
– – 0.02% 271
2024
Q2 		$38K Hold
90
– – 0.02% 295
2024
Q1 		$35.4K Buy
+90
New +$34.7K 0.02% 315
2023
Q2 		– Sell
-3
Closed -$918 – 749
2023
Q1 		$918 Buy
+3
New +$906 ﹤0.01% 669

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's MCO Position: Q4 2025 in Review

Rise Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 96 shares — an estimated $45.7K sold.

Rise Advisors first reported a position in MCO in Q1 2023 and held it in 8 quarters. The position peaked at $46.6K in Q2 2025. 1,425 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Rise Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 96 Moody's shares in Q4 2025, an estimated $45.7K.
  • Rise Advisors first reported a position in Moody's in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Moody's position peaked at $46.6K in Q2 2025.
  • 1,425 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.