Bare Financial Services
MCO icon

Bare Financial Services’s Moody's MCO Stock Holding History

Bare Financial Services’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 		$25.4K Buy
56
+14
+33% +$6.79K 0.01% 205
2026
Q2 		$19K Buy
42
+26
+163% +$11.7K ﹤0.01% 300
2026
Q1 		$6.98K Sell
16
-8
-33% -$3.78K ﹤0.01% 511
2025
Q4 		$12.3K Buy
24
+1
+4% +$488 ﹤0.01% 183
2025
Q3 		$11K Buy
23
+1
+5% +$504 ﹤0.01% 210
2025
Q2 		$11K Buy
22
+16
+267% +$7.41K ﹤0.01% 162
2025
Q1 		$2.79K Buy
+6
New +$2.89K ﹤0.01% 187

Other funds holding MCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Bare Financial Services's MCO Position: Q3 2026 in Review

Bare Financial Services increased its Moody's (MCO) stake by 33% in Q3 2026, buying an estimated $6.79K and bringing the position to 56 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #205.

Bare Financial Services first reported a position in MCO in Q1 2025 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Bare Financial Services held 56 shares of Moody's worth $25.4K as of Q3 2026.
  • Bare Financial Services bought 14 Moody's shares in Q3 2026, an estimated $6.79K.
  • Moody's made up 0.01% of Bare Financial Services's portfolio in Q3 2026, its #205 holding.
  • Bare Financial Services first reported a position in Moody's in Q1 2025 and has held it in 7 quarters since.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.