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Fragasso Financial Advisors’s Moody's MCO Stock Holding History

Fragasso Financial 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 		$267K Buy
+589
New +$265K 0.01% 305

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Fragasso Financial Advisors's MCO Position: Q2 2026 in Review

Fragasso Financial Advisors opened a new position in Moody's (MCO) in Q2 2026: 589 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

224 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Fragasso Financial Advisors held 589 shares of Moody's worth $267K as of Q2 2026.
  • Moody's was a new Fragasso Financial Advisors position in Q2 2026.
  • Moody's made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #305 holding.
  • 224 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.