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

Evermay 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	$1.25M	Sell	2,752 -16	-0.6%	-$7.76K	0.13%	69
2026 Q2	$1.25M	Buy	2,768 +26	+0.9%	+$11.7K	0.13%	73
2026 Q1	$1.2M	Hold	2,742	–	–	0.13%	69
2025 Q4	$1.4M	Hold	2,742	–	–	0.16%	61
2025 Q3	$1.31M	Hold	2,742	–	–	0.15%	66
2025 Q2	$1.38M	Hold	2,742	–	–	0.17%	54
2025 Q1	$1.28M	Hold	2,742	–	–	0.17%	64
2024 Q4	$1.3M	Hold	2,742	–	–	0.2%	60
2024 Q3	$1.3M	Hold	2,742	–	–	0.21%	65
2024 Q2	$1.15M	Hold	2,742	–	–	0.19%	70
2024 Q1	$1.08M	Sell	2,742 -1	-0%	-$386	0.16%	76
2023 Q4	$1.07M	Buy	2,743 +1	+0%	+$348	0.2%	60
2023 Q3	$867K	Hold	2,742	–	–	0.18%	66
2023 Q2	$953K	Hold	2,742	–	–	0.18%	59
2023 Q1	$839K	Hold	2,742	–	–	0.17%	67
2022 Q4	$764K	Hold	2,742	–	–	0.16%	69
2022 Q3	$667K	Hold	2,742	–	–	0.13%	73
2022 Q2	$746K	Hold	2,742	–	–	0.14%	66
2022 Q1	$925K	Buy	+2,742	New	+$922K	0.16%	67

Other funds holding MCO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

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

Evermay Wealth Management reduced its Moody's (MCO) stake by 0.58% in Q3 2026, selling an estimated $7.76K and leaving 2,752 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #69.

Evermay Wealth Management first reported a position in MCO in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2025. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Evermay Wealth Management held 2,752 shares of Moody's worth $1.25M as of Q3 2026.
Evermay Wealth Management sold 16 Moody's shares in Q3 2026, an estimated $7.76K.
Moody's made up 0.13% of Evermay Wealth Management's portfolio in Q3 2026, its #69 holding.
Evermay Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 19 quarters since.
Evermay Wealth Management's Moody's position peaked at $1.4M in Q4 2025.
866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.