Endowment Wealth Management
MCO icon

Endowment Wealth Management’s Moody's MCO Stock Holding History

Endowment Wealth Management’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 		$264K Buy
581
+3
+0.5% +$1.46K 0.09% 150
2026
Q2 		$262K Buy
578
+7
+1% +$3.14K 0.1% 139
2026
Q1 		$249K Buy
571
+25
+5% +$11.8K 0.11% 134
2025
Q4 		$279K Sell
546
-60
-10% -$29.3K 0.13% 110
2025
Q3 		$289K Sell
606
-7
-1% -$3.53K 0.13% 114
2025
Q2 		$307K Sell
613
-19
-3% -$8.8K 0.16% 109
2025
Q1 		$294K Buy
+632
New +$305K 0.19% 104

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

Endowment Wealth Management's MCO Position: Q3 2026 in Review

Endowment Wealth Management increased its Moody's (MCO) stake by 0.52% in Q3 2026, buying an estimated $1.46K and bringing the position to 581 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #150.

Endowment Wealth Management first reported a position in MCO in Q1 2025 and has held it in 7 quarters since. The position peaked at $307K in Q2 2025. 767 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Endowment Wealth Management held 581 shares of Moody's worth $264K as of Q3 2026.
  • Endowment Wealth Management bought 3 Moody's shares in Q3 2026, an estimated $1.46K.
  • Moody's made up 0.09% of Endowment Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Endowment Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 7 quarters since.
  • Endowment Wealth Management's Moody's position peaked at $307K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.