SIA
MCO icon

Schechter Investment Advisors’s Moody's MCO Stock Holding History

Schechter Investment 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
Q1 		$500K Sell
1,074
-86
-7% -$41.4K 0.04% 367
2024
Q4 		$549K Sell
1,160
-37
-3% -$17.7K 0.04% 367
2024
Q3 		$568K Sell
1,197
-68
-5% -$31.5K 0.04% 372
2024
Q2 		$532K Buy
1,265
+63
+5% +$25.1K 0.04% 357
2024
Q1 		$472K Buy
1,202
+2
+0.2% +$771 0.04% 387
2023
Q4 		$469K Sell
1,200
-10
-0.8% -$3.48K 0.04% 363
2023
Q3 		$382K Sell
1,210
-9
-0.7% -$3.06K 0.04% 396
2023
Q2 		$424K Buy
1,219
+124
+11% +$39.3K 0.04% 416
2023
Q1 		$335K Buy
1,095
+173
+19% +$52.3K 0.03% 500
2022
Q4 		$257K Sell
922
-35
-4% -$9.57K 0.02% 680
2022
Q3 		$233K Sell
957
-86
-8% -$25K 0.02% 789
2022
Q2 		$284K Buy
1,043
+390
+60% +$117K 0.03% 729
2022
Q1 		$220K Buy
653
+54
+9% +$18.2K 0.02% 809
2021
Q4 		$234K Buy
+599
New +$231K 0.02% 759

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Schechter Investment Advisors's MCO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Moody's (MCO) stake by 7.4% in Q1 2025, selling an estimated $41.4K and leaving 1,074 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #367.

Schechter Investment Advisors first reported a position in MCO in Q4 2021 and has held it in 14 quarters since. The position peaked at $568K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

  • Schechter Investment Advisors held 1,074 shares of Moody's worth $500K as of Q1 2025.
  • Schechter Investment Advisors sold 86 Moody's shares in Q1 2025, an estimated $41.4K.
  • Moody's made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #367 holding.
  • Schechter Investment Advisors first reported a position in Moody's in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Moody's position peaked at $568K in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.