Whitebark Investors’s Moody's MCO Stock Holding History

Whitebark Investors’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 Q1	–	Sell	-8,527	Closed	-$4.04M	–	11
2024 Q4	$4.04M	Buy	+8,527	New	+$4.07M	1.87%	9

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Whitebark Investors's MCO Position: Q1 2025 in Review

Whitebark Investors sold out of Moody's (MCO) in Q1 2025, closing a stake of 8,527 shares — an estimated $4.04M sold.

Whitebark Investors first reported a position in MCO in Q4 2024 and held it in 1 quarter. The position peaked at $4.04M in Q4 2024. 1,313 funds tracked by Wall St. Rank hold MCO as of Q1 2025.

Whitebark Investors reported no remaining Moody's position as of Q1 2025 after selling out during the quarter.
Whitebark Investors sold 8,527 Moody's shares in Q1 2025, an estimated $4.04M.
Whitebark Investors first reported a position in Moody's in Q4 2024 and held it in 1 quarter.
Whitebark Investors's Moody's position peaked at $4.04M in Q4 2024.
1,313 funds tracked by Wall St. Rank held Moody's as of Q1 2025.

Based on Whitebark Investors's 13F filing for Q1 2025, filed 12 May 2025.