First Affirmative Financial Network’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$308K Buy
+679
New +$330K 0.07% 282
2025
Q2
– Sell
-439
Closed -$204K – 289
2025
Q1
$204K Sell
439
-23
-5% -$11.1K 0.13% 235
2024
Q4
$218K Buy
+462
New +$220K 0.13% 221

Other funds holding MCO

First Affirmative Financial Network's MCO Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Moody's (MCO) in Q3 2026: 679 shares worth $308K. The stake represents 0.07% of the portfolio and ranks #282 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MCO as recently as Q1 2025.

First Affirmative Financial Network first reported a position in MCO in Q4 2024 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • First Affirmative Financial Network held 679 shares of Moody's worth $308K as of Q3 2026.
  • Moody's was a new First Affirmative Financial Network position in Q3 2026.
  • Moody's made up 0.07% of First Affirmative Financial Network's portfolio in Q3 2026, its #282 holding.
  • First Affirmative Financial Network first reported a position in Moody's in Q4 2024 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.