Stephens Consulting’s Moody's MCO Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-7	Closed	-$3.51K	–	858
2025 Q2	$3.51K	Buy	+7	New	+$3.24K	﹤0.01%	419

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Consulting's MCO Position: Q3 2025 in Review

Stephens Consulting sold out of Moody's (MCO) in Q3 2025, closing a stake of 7 shares — an estimated $3.51K sold.

Stephens Consulting first reported a position in MCO in Q2 2025 and held it in 1 quarter. The position peaked at $3.51K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

Stephens Consulting reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 7 Moody's shares in Q3 2025, an estimated $3.51K.
Stephens Consulting first reported a position in Moody's in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Moody's position peaked at $3.51K in Q2 2025.
1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.