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

Burkett 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 Q2	$3.18K	Buy	+7	New	+$3.14K	﹤0.01%	223

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Burkett Financial Services's MCO Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Moody's (MCO) in Q2 2026: 7 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #223 among its holdings.

665 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Burkett Financial Services held 7 shares of Moody's worth $3.18K as of Q2 2026.
Moody's was a new Burkett Financial Services position in Q2 2026.
Moody's made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #223 holding.
665 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.