SMART Wealth’s Moody's MCO Stock Holding History

SMART Wealth’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	-823	Closed	-$383K	–	184
2025 Q1	$383K	Buy	+823	New	+$397K	0.14%	111

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

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

SMART Wealth's MCO Position: Q2 2025 in Review

SMART Wealth sold out of Moody's (MCO) in Q2 2025, closing a stake of 823 shares — an estimated $383K sold.

SMART Wealth first reported a position in MCO in Q1 2025 and held it in 1 quarter. The position peaked at $383K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

SMART Wealth reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 823 Moody's shares in Q2 2025, an estimated $383K.
SMART Wealth first reported a position in Moody's in Q1 2025 and held it in 1 quarter.
SMART Wealth's Moody's position peaked at $383K in Q1 2025.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.