Alta Advisers’s Moody's MCO Stock Holding History

Alta Advisers’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	$485K	Buy	1,068 +457	+75%	+$222K	0.07%	168
2026 Q2	$277K	Hold	611	–	–	0.06%	163
2026 Q1	$267K	Hold	611	–	–	0.1%	157
2025 Q4	$312K	Sell	611 -200	-25%	-$97.6K	0.11%	126
2025 Q3	$386K	Hold	811	–	–	0.12%	133
2025 Q2	$407K	Hold	811	–	–	0.14%	127
2025 Q1	$378K	Buy	811 +300	+59%	+$145K	0.16%	128
2024 Q4	$242K	Buy	511 +11	+2%	+$5.25K	0.15%	130
2024 Q3	$237K	Hold	500	–	–	0.11%	120
2024 Q2	$210K	Hold	500	–	–	0.1%	118
2024 Q1	$197K	Hold	500	–	–	0.1%	137
2023 Q4	$195K	Hold	500	–	–	0.1%	116
2023 Q3	$158K	Hold	500	–	–	0.09%	134
2023 Q2	$174K	Hold	500	–	–	0.1%	125
2023 Q1	$153K	Hold	500	–	–	0.09%	137
2022 Q4	$139K	Hold	500	–	–	0.08%	147
2022 Q3	$122K	Buy	+500	New	+$145K	0.08%	156

Other funds holding MCO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Alta Advisers's MCO Position: Q3 2026 in Review

Alta Advisers increased its Moody's (MCO) stake by 75% in Q3 2026, buying an estimated $222K and bringing the position to 1,068 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #168.

Alta Advisers first reported a position in MCO in Q3 2022 and has held it in 17 quarters since. 1,005 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Alta Advisers held 1,068 shares of Moody's worth $485K as of Q3 2026.
Alta Advisers bought 457 Moody's shares in Q3 2026, an estimated $222K.
Moody's made up 0.07% of Alta Advisers's portfolio in Q3 2026, its #168 holding.
Alta Advisers first reported a position in Moody's in Q3 2022 and has held it in 17 quarters since.
1,005 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.