Skip to main content

WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

MCO holding history

Moodys Corp in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCO overviewAll 13F holders of MCOFull Q3 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of MCO by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−595−100.0%Sold outHolders
Q4 2024595$281.7K<0.1%+595NewHolders
Q1 20240$00.0%−763−100.0%Sold outHolders
Q4 2023763$298.0K<0.1%+763NewHolders
Q2 20220$00.0%−673−100.0%Sold outHolders
Q1 2022673$227.0K<0.1%−2,108−75.8%ReducedHolders
Q4 20212,781$1.09M0.2%+308+12.5%AddedHolders
Q3 20212,473$878.0K0.1%+583+30.8%AddedHolders
Q2 20211,890$685.0K0.1%00.0%UnchangedHolders
Q1 20211,890$564.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.