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Simon Quick Advisors’s Moody's MCO Stock Holding History

Simon Quick 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
Q2 		– Sell
-921
Closed -$429K – 515
2025
Q1 		$429K Buy
921
+311
+51% +$150K 0.02% 332
2024
Q4 		$289K Buy
610
+78
+15% +$37.2K 0.02% 360
2024
Q3 		$252K Buy
+532
New +$247K 0.02% 357
2020
Q4 		– Sell
-230
Closed -$67K – 504
2020
Q3 		$67K Hold
230
– – 0.02% 165
2020
Q2 		$63K Sell
230
-95
-29% -$24.1K 0.02% 169
2020
Q1 		$69K Sell
325
-165
-34% -$40.1K 0.03% 157
2019
Q4 		$116K Buy
490
+165
+51% +$36.7K 0.04% 129
2019
Q3 		$67K Buy
+325
New +$68.1K 0.03% 148
2019
Q2 		– Sell
-625
Closed -$113K – 558
2019
Q1 		$113K Hold
625
– – 0.05% 107
2018
Q4 		$88K Hold
625
– – 0.03% 123
2018
Q3 		$105K Sell
625
-100
-14% -$17.6K 0.04% 112
2018
Q2 		$123K Sell
725
-725
-50% -$123K 0.05% 106
2018
Q1 		$234K Sell
1,450
-640
-31% -$104K 0.1% 70
2017
Q4 		$338K Sell
2,090
-325
-13% -$47.6K 0.15% 62
2017
Q3 		$336K Buy
+2,415
New +$317K 0.12% 80

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Simon Quick Advisors's MCO Position: Q2 2025 in Review

Simon Quick Advisors sold out of Moody's (MCO) in Q2 2025, closing a stake of 921 shares — an estimated $429K sold.

Simon Quick Advisors first reported a position in MCO in Q3 2017 and held it in 15 quarters. The position peaked at $429K in Q1 2025. 1,348 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

  • Simon Quick Advisors reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 921 Moody's shares in Q2 2025, an estimated $429K.
  • Simon Quick Advisors first reported a position in Moody's in Q3 2017 and held it in 15 quarters.
  • Simon Quick Advisors's Moody's position peaked at $429K in Q1 2025.
  • 1,348 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.