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

Tortoise 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
Q4 		– Sell
-10
Closed -$4.76K – 936
2025
Q3 		$4.76K Buy
10
+5
+100% +$2.52K ﹤0.01% 704
2025
Q2 		$2.51K Buy
+5
New +$2.32K ﹤0.01% 756

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's MCO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Moody's (MCO) in Q4 2025, closing a stake of 10 shares — an estimated $4.76K sold.

Tortoise Investment Management first reported a position in MCO in Q2 2025 and held it in 2 quarters. The position peaked at $4.76K in Q3 2025. 1,424 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Tortoise Investment Management reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 10 Moody's shares in Q4 2025, an estimated $4.76K.
  • Tortoise Investment Management first reported a position in Moody's in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Moody's position peaked at $4.76K in Q3 2025.
  • 1,424 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.