The Family Firm’s Moody's MCO Stock Holding History

The Family Firm’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	-505	Closed	-$235K	–	157
2025 Q1	$235K	Buy	505 +1	+0.2%	+$482	0.05%	192
2024 Q4	$239K	Buy	504 +1	+0.2%	+$477	0.05%	189
2024 Q3	$239K	Hold	503	–	–	0.05%	188
2024 Q2	$212K	Buy	+503	New	+$200K	0.05%	186

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

The Family Firm's MCO Position: Q2 2025 in Review

The Family Firm sold out of Moody's (MCO) in Q2 2025, closing a stake of 505 shares — an estimated $235K sold.

The Family Firm first reported a position in MCO in Q2 2024 and held it in 4 quarters. The position peaked at $239K in Q3 2024. 1,347 funds tracked by Wall St. Rank hold MCO as of Q2 2025.

The Family Firm reported no remaining Moody's position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 505 Moody's shares in Q2 2025, an estimated $235K.
The Family Firm first reported a position in Moody's in Q2 2024 and held it in 4 quarters.
The Family Firm's Moody's position peaked at $239K in Q3 2024.
1,347 funds tracked by Wall St. Rank held Moody's as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.