CoreCap Advisors
MCO icon

CoreCap Advisors’s Moody's MCO Stock Holding History

CoreCap 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 		$179K Buy
395
+59
+18% +$28.6K 0.01% 887
2026
Q2 		$152K Buy
336
+5
+2% +$2.24K ﹤0.01% 956
2026
Q1 		$144K Buy
331
+14
+4% +$6.62K ﹤0.01% 904
2025
Q4 		$162K Buy
317
+8
+3% +$3.9K 0.01% 862
2025
Q3 		$147K Sell
309
-1
-0.3% -$504 0.01% 896
2025
Q2 		$155K Sell
310
-28
-8% -$13K 0.01% 834
2025
Q1 		$157K Buy
338
+34
+11% +$16.4K 0.01% 741
2024
Q4 		$144K Buy
304
+8
+3% +$3.82K 0.01% 799
2024
Q3 		$140K Buy
+296
New +$137K 0.01% 797
2024
Q2 		– Sell
-265
Closed -$104K – 2207
2024
Q1 		$104K Buy
+265
New +$102K 0.01% 825
2022
Q4 		$73.6K Buy
+264
New +$72.2K 0.01% 846
2022
Q3 		– Sell
-264
Closed -$72K – 1439
2022
Q2 		$72K Buy
+264
New +$79K 0.01% 813
2022
Q1 		– Sell
-264
Closed -$103K – 1437
2021
Q4 		$103K Buy
+264
New +$102K 0.01% 734

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 30.39% 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

CoreCap Advisors's MCO Position: Q3 2026 in Review

CoreCap Advisors increased its Moody's (MCO) stake by 18% in Q3 2026, buying an estimated $28.6K and bringing the position to 395 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #887.

CoreCap Advisors first reported a position in MCO in Q4 2021 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • CoreCap Advisors held 395 shares of Moody's worth $179K as of Q3 2026.
  • CoreCap Advisors bought 59 Moody's shares in Q3 2026, an estimated $28.6K.
  • Moody's made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #887 holding.
  • CoreCap Advisors first reported a position in Moody's in Q4 2021 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.