Sittner & Nelson’s Moody's MCO Stock Holding History

Sittner & Nelson’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	–	Sell	-1	Closed	-$473	–	509
2024 Q4	$473	Buy	+1	New	+$477	﹤0.01%	469

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sittner & Nelson's MCO Position: Q1 2025 in Review

Sittner & Nelson sold out of Moody's (MCO) in Q1 2025, closing a stake of 1 share — an estimated $473 sold.

Sittner & Nelson first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $473 in Q4 2024. 1,312 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Sittner & Nelson reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Sittner & Nelson sold 1 Moody's share in Q1 2025, an estimated $473.
Sittner & Nelson first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
Sittner & Nelson's Moody's position peaked at $473 in Q4 2024.
1,312 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Sittner & Nelson's 13F filing for Q1 2025, filed 13 May 2025.