Catalyst Financial Partners
MCO icon

Catalyst Financial Partners’s Moody's MCO Stock Holding History

Catalyst Financial Partners’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 		$317K Buy
697
+7
+1% +$3.4K 0.03% 309
2026
Q2 		$313K Sell
690
-118
-15% -$53K 0.03% 301
2026
Q1 		$352K Buy
808
+225
+39% +$106K 0.04% 261
2025
Q4 		$298K Buy
583
+34
+6% +$16.6K 0.03% 252
2025
Q3 		$262K Buy
549
+16
+3% +$8.06K 0.03% 258
2025
Q2 		$267K Buy
533
+56
+12% +$25.9K 0.03% 248
2025
Q1 		$222K Buy
477
+26
+6% +$12.5K 0.04% 257
2024
Q4 		$213K Buy
451
+22
+5% +$10.5K 0.04% 260
2024
Q3 		$204K Buy
+429
New +$199K 0.04% 265

Other funds holding MCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Catalyst Financial Partners's MCO Position: Q3 2026 in Review

Catalyst Financial Partners increased its Moody's (MCO) stake by 1% in Q3 2026, buying an estimated $3.4K and bringing the position to 697 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #309.

Catalyst Financial Partners first reported a position in MCO in Q3 2024 and has held it in 9 quarters since. The position peaked at $352K in Q1 2026. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Catalyst Financial Partners held 697 shares of Moody's worth $317K as of Q3 2026.
  • Catalyst Financial Partners bought 7 Moody's shares in Q3 2026, an estimated $3.4K.
  • Moody's made up 0.03% of Catalyst Financial Partners's portfolio in Q3 2026, its #309 holding.
  • Catalyst Financial Partners first reported a position in Moody's in Q3 2024 and has held it in 9 quarters since.
  • Catalyst Financial Partners's Moody's position peaked at $352K in Q1 2026.
  • 1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.