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Shum Financial Group’s Moody's MCO Stock Holding History

Shum Financial Group’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
-443
Closed -$211K – 94
2025
Q3 		$211K Buy
+443
New +$223K 0.16% 91
2025
Q1 		$233K Hold
500
– – 0.2% 85
2024
Q4 		$237K Hold
500
– – 0.2% 83
2024
Q3 		$231K Buy
+500
New +$232K 0.19% 84

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
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 $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shum Financial Group's MCO Position: Q4 2025 in Review

Shum Financial Group sold out of Moody's (MCO) in Q4 2025, closing a stake of 443 shares — an estimated $211K sold.

Shum Financial Group first reported a position in MCO in Q3 2024 and held it in 4 quarters. The position peaked at $237K in Q4 2024. 1,424 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Shum Financial Group reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Shum Financial Group sold 443 Moody's shares in Q4 2025, an estimated $211K.
  • Shum Financial Group first reported a position in Moody's in Q3 2024 and held it in 4 quarters.
  • Shum Financial Group's Moody's position peaked at $237K in Q4 2024.
  • 1,424 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Shum Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.