Cornerstone Advisory
MCO icon

Cornerstone Advisory’s Moody's MCO Stock Holding History

Cornerstone Advisory’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 		$473K Buy
1,041
+19
+2% +$9.22K 0.04% 169
2026
Q2 		$463K Buy
1,022
+20
+2% +$8.98K 0.04% 175
2026
Q1 		$437K Buy
1,002
+16
+2% +$7.57K 0.04% 166
2025
Q4 		$504K Hold
986
– – 0.05% 154
2025
Q3 		$470K Sell
986
-180
-15% -$90.7K 0.05% 154
2025
Q2 		$585K Sell
1,166
-3
-0.3% -$1.39K 0.06% 139
2025
Q1 		$541K Buy
1,169
+26
+2% +$12.5K 0.06% 135
2024
Q4 		$598K Buy
1,143
+25
+2% +$11.9K 0.07% 131
2024
Q3 		$531K Buy
1,118
+4
+0.4% +$1.85K 0.07% 126
2024
Q2 		$469K Buy
1,114
+4
+0.4% +$1.59K 0.07% 131
2024
Q1 		$436K Buy
1,110
+11
+1% +$4.24K 0.06% 148
2023
Q4 		$429K Buy
1,099
+25
+2% +$8.69K 0.07% 150
2023
Q3 		$340K Buy
1,074
+18
+2% +$6.12K 0.06% 158
2023
Q2 		$367K Buy
1,056
+4
+0.4% +$1.27K 0.06% 152
2023
Q1 		$322K Buy
1,052
+17
+2% +$5.14K 0.06% 166
2022
Q4 		$288K Buy
1,035
+2
+0.2% +$547 0.06% 165
2022
Q3 		$251K Hold
1,033
– – 0.06% 175
2022
Q2 		$281K Hold
1,033
– – 0.06% 158
2022
Q1 		$349K Sell
1,033
-200
-16% -$67.3K 0.05% 178
2021
Q4 		$482K Buy
1,233
+100
+9% +$38.6K 0.07% 175
2021
Q3 		$402K Hold
1,133
– – 0.07% 174
2021
Q2 		$411K Buy
1,133
+100
+10% +$33.3K 0.07% 166
2021
Q1 		$308K Hold
1,033
– – 0.06% 175
2020
Q4 		$300K Hold
1,033
– – 0.06% 172
2020
Q3 		$299K Hold
1,033
– – 0.07% 152
2020
Q2 		$284K Hold
1,033
– – 0.07% 144
2020
Q1 		$218K Hold
1,033
– – 0.07% 141
2019
Q4 		$245K Hold
1,033
– – 0.05% 151
2019
Q3 		$212K Hold
1,033
– – 0.05% 149
2019
Q2 		$202K Buy
+1,033
New +$196K 0.04% 155

Other funds holding MCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Cornerstone Advisory's MCO Position: Q3 2026 in Review

Cornerstone Advisory increased its Moody's (MCO) stake by 1.9% in Q3 2026, buying an estimated $9.22K and bringing the position to 1,041 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #169.

Cornerstone Advisory first reported a position in MCO in Q2 2019 and has held it in 30 quarters since. The position peaked at $598K in Q4 2024. 740 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Cornerstone Advisory held 1,041 shares of Moody's worth $473K as of Q3 2026.
  • Cornerstone Advisory bought 19 Moody's shares in Q3 2026, an estimated $9.22K.
  • Moody's made up 0.04% of Cornerstone Advisory's portfolio in Q3 2026, its #169 holding.
  • Cornerstone Advisory first reported a position in Moody's in Q2 2019 and has held it in 30 quarters since.
  • Cornerstone Advisory's Moody's position peaked at $598K in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.