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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Farther Finance Advisors's MCO Position: Q2 2026 in Review

Farther Finance Advisors increased its Moody's (MCO) stake by 18% in Q2 2026, buying an estimated $435K and bringing the position to 6,394 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #586.

Farther Finance Advisors first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. 303 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Farther Finance Advisors held 6,394 shares of Moody's worth $2.9M as of Q2 2026.
  • Farther Finance Advisors bought 969 Moody's shares in Q2 2026, an estimated $435K.
  • Moody's made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #586 holding.
  • Farther Finance Advisors first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • 303 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.