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Roberts Capital Advisors’s Moody's MCO Stock Holding History

Roberts Capital 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
Q3 		– Sell
-2,183
Closed -$1.09M – 83
2025
Q2 		$1.09M Hold
2,183
– – 0.81% 30
2025
Q1 		$1.02M Hold
2,183
– – 0.89% 27
2024
Q4 		$1.03M Hold
2,183
– – 0.87% 26
2024
Q3 		$1.04M Hold
2,183
– – 0.89% 27
2024
Q2 		$858K Hold
2,183
– – 0.82% 36
2024
Q1 		$858K Buy
+2,183
New +$842K 0.82% 36
2022
Q3 		$569K Hold
2,341
– – 0.82% 36
2022
Q2 		$637K Hold
2,341
– – 0.87% 36
2022
Q1 		$790K Hold
2,341
– – 0.82% 39
2021
Q4 		$914K Buy
+2,341
New +$903K 0.85% 36

Other funds holding MCO

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

Roberts Capital Advisors's MCO Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Moody's (MCO) in Q3 2025, closing a stake of 2,183 shares — an estimated $1.09M sold.

Roberts Capital Advisors first reported a position in MCO in Q4 2021 and held it in 10 quarters. The position peaked at $1.09M in Q2 2025. 1,337 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 2,183 Moody's shares in Q3 2025, an estimated $1.09M.
  • Roberts Capital Advisors first reported a position in Moody's in Q4 2021 and held it in 10 quarters.
  • Roberts Capital Advisors's Moody's position peaked at $1.09M in Q2 2025.
  • 1,337 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.