STACKSTONE WEALTH, LLC’s Moody's MCO Stock Holding History

STACKSTONE WEALTH, LLC’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
2026 Q3	$2.66M	Buy	+5,863	New	+$2.85M	0.26%	104

Other funds holding MCO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's MCO Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Moody's (MCO) in Q3 2026: 5,863 shares worth $2.66M. The stake represents 0.26% of the portfolio and ranks #104 among its holdings.

198 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

STACKSTONE WEALTH, LLC held 5,863 shares of Moody's worth $2.66M as of Q3 2026.
Moody's was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Moody's made up 0.26% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #104 holding.
198 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.