Rothwell Investment Advisors, LLC’s Moody's MCO Stock Holding History

Rothwell Investment Advisors, 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	$109K	Buy	+239	New	+$116K	0.06%	273

Other funds holding MCO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

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

Rothwell Investment Advisors, LLC's MCO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Moody's (MCO) in Q3 2026: 239 shares worth $109K. The stake represents 0.06% of the portfolio and ranks #273 among its holdings.

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

Rothwell Investment Advisors, LLC held 239 shares of Moody's worth $109K as of Q3 2026.
Moody's was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Moody's made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #273 holding.
720 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.