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Cache Advisors’s Moody's MCO Stock Holding History

Cache Advisors’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 		$861K Hold
1,900
– – 0.07% 82
2026
Q1 		$829K Buy
1,900
+564
+42% +$267K 0.1% 60
2025
Q4 		$682K Buy
1,336
+240
+22% +$117K 0.08% 68
2025
Q3 		$522K Hold
1,096
– – 0.09% 70
2025
Q2 		$550K Hold
1,096
– – 0.15% 63
2025
Q1 		$510K Hold
1,096
– – 0.2% 53
2024
Q4 		$519K Buy
+1,096
New +$523K 0.22% 50

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Cache Advisors's MCO Position: Q2 2026 in Review

Cache Advisors held its Moody's (MCO) position steady in Q2 2026 at 1,900 shares worth $861K. The position accounts for 0.07% of the portfolio, ranked #82.

Cache Advisors first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cache Advisors held 1,900 shares of Moody's worth $861K as of Q2 2026.
  • Cache Advisors left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.07% of Cache Advisors's portfolio in Q2 2026, its #82 holding.
  • Cache Advisors first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.