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Spectrum Asset Management (California)’s Moody's MCO Stock Holding History

Spectrum Asset Management (California)’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
-984
Closed -$469K – 115
2025
Q3 		$469K Buy
+984
New +$496K 0.16% 75

Other funds holding MCO

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T 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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Asset Management (California)'s MCO Position: Q4 2025 in Review

Spectrum Asset Management (California) sold out of Moody's (MCO) in Q4 2025, closing a stake of 984 shares — an estimated $469K sold.

Spectrum Asset Management (California) first reported a position in MCO in Q3 2025 and held it in 1 quarter. The position peaked at $469K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Spectrum Asset Management (California) reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 984 Moody's shares in Q4 2025, an estimated $469K.
  • Spectrum Asset Management (California) first reported a position in Moody's in Q3 2025 and held it in 1 quarter.
  • Spectrum Asset Management (California)'s Moody's position peaked at $469K in Q3 2025.
  • 1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Spectrum Asset Management (California)'s 13F filing for Q4 2025, filed 26 Jan 2026.