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Trifecta Capital Advisors’s Moody's MCO Stock Holding History

Trifecta Capital Advisors’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
-6
Closed -$2.86K – 371
2025
Q3 		$2.86K Hold
6
– – ﹤0.01% 306
2025
Q2 		$3.01K Hold
6
– – ﹤0.01% 302
2025
Q1 		$2.79K Hold
6
– – ﹤0.01% 277
2024
Q4 		$2.84K Hold
6
– – ﹤0.01% 269
2024
Q3 		$2.85K Hold
6
– – ﹤0.01% 278
2024
Q2 		$2.53K Hold
6
– – ﹤0.01% 282
2024
Q1 		$2.36K Hold
6
– – ﹤0.01% 289
2023
Q4 		$2.34K Hold
6
– – ﹤0.01% 309
2023
Q3 		$1.9K Hold
6
– – ﹤0.01% 314
2023
Q2 		$2.09K Hold
6
– – ﹤0.01% 300
2023
Q1 		$1.84K Hold
6
– – ﹤0.01% 318
2022
Q4 		$1.67K Buy
+6
New +$1.64K ﹤0.01% 329

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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 $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trifecta Capital Advisors's MCO Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Moody's (MCO) in Q4 2025, closing a stake of 6 shares — an estimated $2.86K sold.

Trifecta Capital Advisors first reported a position in MCO in Q4 2022 and held it in 12 quarters. The position peaked at $3.01K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold MCO as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Moody's position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 6 Moody's shares in Q4 2025, an estimated $2.86K.
  • Trifecta Capital Advisors first reported a position in Moody's in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Moody's position peaked at $3.01K in Q2 2025.
  • 1,423 funds tracked by Wall St. Rank held Moody's as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.