Cache Advisors
MCO icon

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
Q3 		$1.32M Buy
2,902
+1,002
+53% +$486K 0.08% 74
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cache Advisors's MCO Position: Q3 2026 in Review

Cache Advisors increased its Moody's (MCO) stake by 53% in Q3 2026, buying an estimated $486K and bringing the position to 2,902 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #74.

Cache Advisors first reported a position in MCO in Q4 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Cache Advisors held 2,902 shares of Moody's worth $1.32M as of Q3 2026.
  • Cache Advisors bought 1,002 Moody's shares in Q3 2026, an estimated $486K.
  • Moody's made up 0.08% of Cache Advisors's portfolio in Q3 2026, its #74 holding.
  • Cache Advisors first reported a position in Moody's in Q4 2024 and has held it in 8 quarters since.
  • 269 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.