Sherbrooke Park Advisers’s Moody's MCO Stock Holding History

Sherbrooke Park Advisers’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	$361K	Buy	+707	New	+$345K	0.93%	23
2024 Q1	–	Sell	-881	Closed	-$344K	–	939
2023 Q4	$344K	Sell	881 -218	-20%	-$75.8K	0.16%	232
2023 Q3	$347K	Buy	1,099 +199	+22%	+$67.7K	0.11%	313
2023 Q2	$313K	Sell	900 -300	-25%	-$95.1K	0.16%	248
2023 Q1	$367K	Buy	+1,200	New	+$363K	0.56%	63

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sherbrooke Park Advisers's MCO Position: Q4 2025 in Review

Sherbrooke Park Advisers opened a new position in Moody's (MCO) in Q4 2025: 707 shares worth $361K. The stake represents 0.93% of the portfolio and ranks #23 among its holdings. This is a return to the name: Sherbrooke Park Advisers previously reported a position in MCO as recently as Q4 2023.

Sherbrooke Park Advisers first reported a position in MCO in Q1 2023 and has held it in 5 quarters since. The position peaked at $367K in Q1 2023. 1,426 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

Sherbrooke Park Advisers held 707 shares of Moody's worth $361K as of Q4 2025.
Moody's was a new Sherbrooke Park Advisers position in Q4 2025.
Moody's made up 0.93% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #23 holding.
Sherbrooke Park Advisers first reported a position in Moody's in Q1 2023 and has held it in 5 quarters since.
Sherbrooke Park Advisers's Moody's position peaked at $367K in Q1 2023.
1,426 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.