Covestor
MCO icon

Covestor’s Moody's MCO Stock Holding History

Covestor’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 		$19K Sell
42
-25
-37% -$12.1K 0.01% 1138
2026
Q2 		$31K Buy
67
+16
+31% +$7.19K 0.02% 1016
2026
Q1 		$22K Sell
51
-25
-33% -$11.8K 0.02% 1072
2025
Q4 		$39K Sell
76
-11
-13% -$5.37K 0.02% 1002
2025
Q3 		$42K Sell
87
-51
-37% -$25.7K 0.02% 983
2025
Q2 		$70K Buy
138
+21
+18% +$9.7K 0.04% 743
2025
Q1 		$54K Buy
117
+26
+29% +$12.5K 0.04% 816
2024
Q4 		$43K Buy
91
+16
+21% +$7.64K 0.03% 913
2024
Q3 		$36K Sell
75
-6
-7% -$2.78K 0.02% 990
2024
Q2 		$34K Sell
81
-137
-63% -$54.5K 0.02% 1008
2024
Q1 		$86K Buy
218
+136
+166% +$52.4K 0.05% 630
2023
Q4 		$32K Buy
82
+1
+1% +$348 0.02% 1029
2023
Q3 		$26K Sell
81
-1
-1% -$340 0.02% 1024
2023
Q2 		$29K Hold
82
– – 0.02% 990
2023
Q1 		$25K Sell
82
-12
-13% -$3.63K 0.02% 930
2022
Q4 		$26K Sell
94
-3
-3% -$821 0.02% 957
2022
Q3 		$24K Sell
97
-326
-77% -$94.7K 0.02% 952
2022
Q2 		$115K Buy
423
+18
+4% +$5.38K 0.09% 335
2022
Q1 		$137K Buy
405
+226
+126% +$76K 0.09% 317
2021
Q4 		$70K Buy
+179
New +$69K 0.1% 341

Other funds holding MCO

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
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Covestor's MCO Position: Q3 2026 in Review

Covestor reduced its Moody's (MCO) stake by 37% in Q3 2026, selling an estimated $12.1K and leaving 42 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1138.

Covestor first reported a position in MCO in Q4 2021 and has held it in 20 quarters since. The position peaked at $137K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Covestor held 42 shares of Moody's worth $19K as of Q3 2026.
  • Covestor sold 25 Moody's shares in Q3 2026, an estimated $12.1K.
  • Moody's made up 0.01% of Covestor's portfolio in Q3 2026, its #1138 holding.
  • Covestor first reported a position in Moody's in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Moody's position peaked at $137K in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.