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Farther Finance Advisors’s Moody's MCO Stock Holding History

Farther Finance Advisors’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 		$3.75M Buy
8,252
+1,858
+29% +$902K 0.03% 525
2026
Q2 		$2.9M Buy
6,394
+969
+18% +$435K 0.02% 586
2026
Q1 		$2.38M Buy
5,425
+589
+12% +$279K 0.02% 568
2025
Q4 		$2.47M Buy
4,836
+2,637
+120% +$1.29M 0.03% 510
2025
Q3 		$1.05M Buy
2,199
+449
+26% +$226K 0.02% 702
2025
Q2 		$878K Sell
1,750
-30
-2% -$13.9K 0.02% 651
2025
Q1 		$834K Buy
1,780
+192
+12% +$92.5K 0.02% 579
2024
Q4 		$752K Sell
1,588
-56
-3% -$26.7K 0.03% 460
2024
Q3 		$780K Buy
1,644
+65
+4% +$30.1K 0.03% 425
2024
Q2 		$665K Buy
1,579
+828
+110% +$329K 0.03% 386
2024
Q1 		$296K Buy
751
+85
+13% +$32.8K 0.02% 558
2023
Q4 		$260K Buy
666
+308
+86% +$107K 0.02% 490
2023
Q3 		$113K Buy
358
+57
+19% +$19.4K 0.02% 518
2023
Q2 		$105K Sell
301
-160
-35% -$50.7K 0.02% 446
2023
Q1 		$141K Sell
461
-5
-1% -$1.51K 0.04% 321
2022
Q4 		$130K Buy
+466
New +$127K 0.05% 282

Other funds holding MCO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Farther Finance Advisors's MCO Position: Q3 2026 in Review

Farther Finance Advisors increased its Moody's (MCO) stake by 29% in Q3 2026, buying an estimated $902K and bringing the position to 8,252 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #525.

Farther Finance Advisors first reported a position in MCO in Q4 2022 and has held it in 16 quarters since. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Farther Finance Advisors held 8,252 shares of Moody's worth $3.75M as of Q3 2026.
  • Farther Finance Advisors bought 1,858 Moody's shares in Q3 2026, an estimated $902K.
  • Moody's made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #525 holding.
  • Farther Finance Advisors first reported a position in Moody's in Q4 2022 and has held it in 16 quarters since.
  • 56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.