SRN Advisors’s Moody's MCO Stock Holding History

SRN 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	$965K	Buy	1,924 +51	+3%	+$23.6K	0.88%	43
2025 Q1	$872K	Sell	1,873 -46	-2%	-$22.2K	0.98%	38
2024 Q4	$908K	Sell	1,919 -304	-14%	-$145K	0.81%	62
2024 Q3	$1.06M	Sell	2,223 -95	-4%	-$44K	0.94%	50
2024 Q2	$976K	Hold	2,318	–	–	0.81%	55
2024 Q1	$911K	Buy	2,318 +108	+5%	+$41.6K	0.71%	81
2023 Q4	$863K	Buy	+2,210	New	+$768K	0.77%	67
2022 Q4	–	Sell	-2,565	Closed	-$624K	–	108
2022 Q3	$624K	Sell	2,565 -528	-17%	-$153K	0.52%	88
2022 Q2	$841K	Sell	3,093 -516	-14%	-$154K	0.59%	80
2022 Q1	$1.22M	Buy	3,609 +42	+1%	+$14.1K	0.54%	70
2021 Q4	$1.39M	Buy	3,567 +563	+19%	+$217K	0.5%	59
2021 Q3	$1.07M	Sell	3,004 -1,971	-40%	-$743K	0.49%	53
2021 Q2	$1.8M	Sell	4,975 -267	-5%	-$88.9K	0.61%	57
2021 Q1	$1.57M	Sell	5,242 -944	-15%	-$266K	0.56%	65
2020 Q4	$1.77M	Buy	+6,186	New	+$1.73M	0.87%	56

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

SRN Advisors's MCO Position: Q2 2025 in Review

SRN Advisors increased its Moody's (MCO) stake by 2.7% in Q2 2025, buying an estimated $23.6K and bringing the position to 1,924 shares worth $965K. The position accounts for 0.88% of the portfolio, ranked #43.

SRN Advisors first reported a position in MCO in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.8M in Q2 2021. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

SRN Advisors held 1,924 shares of Moody's worth $965K as of Q2 2025.
SRN Advisors bought 51 Moody's shares in Q2 2025, an estimated $23.6K.
Moody's made up 0.88% of SRN Advisors's portfolio in Q2 2025, its #43 holding.
SRN Advisors first reported a position in Moody's in Q4 2020 and has held it in 15 quarters since.
SRN Advisors's Moody's position peaked at $1.8M in Q2 2021.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.