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Summit Global Investments’s Moody's MCO Stock Holding History

Summit Global Investments’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
-16,881
Closed -$8.47M – 523
2025
Q2 		$8.47M Buy
+16,881
New +$7.82M 0.5% 31
2024
Q1 		– Sell
-581
Closed -$227K – 564
2023
Q4 		$227K Buy
+581
New +$202K 0.01% 479
2019
Q2 		– Sell
-1,913
Closed -$347K – 298
2019
Q1 		$347K Buy
1,913
+73
+4% +$12K 0.04% 260
2018
Q4 		$258K Sell
1,840
-33,897
-95% -$5.11M 0.04% 244
2018
Q3 		$5.97M Buy
35,737
+2,574
+8% +$453K 0.8% 41
2018
Q2 		$5.66M Buy
+33,163
New +$5.61M 0.85% 39

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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 $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Global Investments's MCO Position: Q3 2025 in Review

Summit Global Investments sold out of Moody's (MCO) in Q3 2025, closing a stake of 16,881 shares — an estimated $8.47M sold.

Summit Global Investments first reported a position in MCO in Q2 2018 and held it in 6 quarters. The position peaked at $8.47M in Q2 2025. 1,338 funds tracked by Wall St. Rank hold MCO as of Q3 2025.

  • Summit Global Investments reported no remaining Moody's position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 16,881 Moody's shares in Q3 2025, an estimated $8.47M.
  • Summit Global Investments first reported a position in Moody's in Q2 2018 and held it in 6 quarters.
  • Summit Global Investments's Moody's position peaked at $8.47M in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Moody's as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.