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COMPASS FINANCIAL MANAGEMENT LLC’s Moody's MCO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$27.2K Buy
+60
New +$26.9K ﹤0.01% 826

Other funds holding MCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MCO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Moody's (MCO) in Q2 2026: 60 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings.

1,111 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 60 shares of Moody's worth $27.2K as of Q2 2026.
  • Moody's was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Moody's made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #826 holding.
  • 1,111 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.