DDD Partners’s Moody's MCO Stock Holding History

DDD 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	$589K	Buy	1,296 +1	+0.1%	+$485	0.03%	114
2026 Q2	$587K	Sell	1,295 -1	-0.1%	-$449	0.04%	99
2026 Q1	$565K	Sell	1,296 -3	-0.2%	-$1.42K	0.04%	91
2025 Q4	$664K	Hold	1,299	–	–	0.04%	85
2025 Q3	$619K	Hold	1,299	–	–	0.04%	87
2025 Q2	$652K	Sell	1,299 -11	-0.8%	-$5.1K	0.07%	72
2025 Q1	$610K	Buy	1,310 +18	+1%	+$8.67K	0.07%	65
2024 Q4	$612K	Buy	1,292 +1	+0.1%	+$477	0.08%	66
2024 Q3	$613K	Hold	1,291	–	–	0.07%	62
2024 Q2	$543K	Hold	1,291	–	–	0.06%	66
2024 Q1	$507K	Hold	1,291	–	–	0.06%	67
2023 Q4	$504K	Sell	1,291 -126	-9%	-$43.8K	0.07%	62
2023 Q3	$453K	Hold	1,417	–	–	0.07%	67
2023 Q2	$493K	Hold	1,417	–	–	0.07%	65
2023 Q1	$434K	Hold	1,417	–	–	0.07%	60
2022 Q4	$395K	Hold	1,417	–	–	0.06%	56
2022 Q3	$344K	Hold	1,417	–	–	0.06%	64
2022 Q2	$385K	Hold	1,417	–	–	0.07%	63
2022 Q1	$478K	Hold	1,417	–	–	0.07%	57
2021 Q4	$553K	Buy	+1,417	New	+$547K	0.08%	58

Other funds holding MCO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DDD Partners's MCO Position: Q3 2026 in Review

DDD Partners increased its Moody's (MCO) stake by 0.08% in Q3 2026, buying an estimated $485 and bringing the position to 1,296 shares worth $589K. The position accounts for 0.03% of the portfolio, ranked #114.

DDD Partners first reported a position in MCO in Q4 2021 and has held it in 20 quarters since. The position peaked at $664K in Q4 2025. 671 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

DDD Partners held 1,296 shares of Moody's worth $589K as of Q3 2026.
DDD Partners bought 1 Moody's share in Q3 2026, an estimated $485.
Moody's made up 0.03% of DDD Partners's portfolio in Q3 2026, its #114 holding.
DDD Partners first reported a position in Moody's in Q4 2021 and has held it in 20 quarters since.
DDD Partners's Moody's position peaked at $664K in Q4 2025.
671 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.