Daymark Wealth Partners
MCO icon

Daymark Wealth Partners’s Moody's MCO Stock Holding History

Daymark Wealth 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 		$269K Buy
593
+80
+16% +$38.8K 0.01% 722
2026
Q2 		$233K Buy
+513
New +$230K 0.01% 714
2024
Q4 		– Sell
-437
Closed -$208K – 512
2024
Q3 		$208K Buy
+437
New +$203K 0.01% 498

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Fiera Capital (Canada)
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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

Daymark Wealth Partners's MCO Position: Q3 2026 in Review

Daymark Wealth Partners increased its Moody's (MCO) stake by 16% in Q3 2026, buying an estimated $38.8K and bringing the position to 593 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #722.

Daymark Wealth Partners first reported a position in MCO in Q3 2024 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Daymark Wealth Partners held 593 shares of Moody's worth $269K as of Q3 2026.
  • Daymark Wealth Partners bought 80 Moody's shares in Q3 2026, an estimated $38.8K.
  • Moody's made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #722 holding.
  • Daymark Wealth Partners first reported a position in Moody's in Q3 2024 and has held it in 3 quarters since.
  • 737 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.