Studio Investment Management’s Moody's MCO Stock Holding History

Studio Investment Management’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	-1	Closed	-$466	–	252
2025 Q1	$466	Hold	1	–	–	﹤0.01%	307
2024 Q4	$474	Hold	1	–	–	﹤0.01%	307
2024 Q3	$475	Hold	1	–	–	﹤0.01%	279
2024 Q2	$421	Sell	1 -1	-50%	-$398	﹤0.01%	284
2024 Q1	$786	Hold	2	–	–	﹤0.01%	259
2023 Q4	$782	Hold	2	–	–	﹤0.01%	237
2023 Q3	$632	Sell	2 -92	-98%	-$31.3K	﹤0.01%	228
2023 Q2	$32.7K	Sell	94 -70	-43%	-$22.2K	0.01%	179
2023 Q1	$50.2K	Sell	164 -994	-86%	-$300K	0.02%	152
2022 Q4	$323K	Buy	1,158 +53	+5%	+$14.5K	0.1%	106
2022 Q3	$269K	Buy	1,105 +14	+1%	+$4.07K	0.1%	110
2022 Q2	$297K	Buy	1,091 +68	+7%	+$20.3K	0.1%	111
2022 Q1	$345K	Buy	1,023 +82	+9%	+$27.6K	0.11%	93
2021 Q4	$368K	Buy	941 +70	+8%	+$27K	0.13%	91
2021 Q3	$309K	Buy	+871	New	+$328K	0.13%	83

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

Studio Investment Management's MCO Position: Q2 2025 in Review

Studio Investment Management sold out of Moody's (MCO) in Q2 2025, closing a stake of 1 share — an estimated $466 sold.

Studio Investment Management first reported a position in MCO in Q3 2021 and held it in 15 quarters. The position peaked at $368K in Q4 2021. 1,346 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

Studio Investment Management reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 1 Moody's share in Q2 2025, an estimated $466.
Studio Investment Management first reported a position in Moody's in Q3 2021 and held it in 15 quarters.
Studio Investment Management's Moody's position peaked at $368K in Q4 2021.
1,346 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.