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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
Q3 		$3.19K Hold
7
– – ﹤0.01% 340
2026
Q2 		$3.18K Buy
+7
New +$3.14K ﹤0.01% 223

Other funds holding MCO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

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

Burkett Financial Services held its Moody's (MCO) position steady in Q3 2026 at 7 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Burkett Financial Services first reported a position in MCO in Q2 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Burkett Financial Services held 7 shares of Moody's worth $3.19K as of Q3 2026.
  • Burkett Financial Services left its Moody's share count unchanged in Q3 2026.
  • Moody's made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #340 holding.
  • Burkett Financial Services first reported a position in Moody's in Q2 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.