Kestra Advisory Services
MCO icon

Kestra Advisory Services’s Moody's MCO Stock Holding History

Kestra Advisory Services’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 		$20M Buy
43,938
+2,009
+5% +$975K 0.06% 340
2026
Q2 		$19M Buy
41,929
+1,875
+5% +$842K 0.06% 327
2026
Q1 		$17.5M Sell
40,054
-2,664
-6% -$1.26M 0.07% 295
2025
Q4 		$21.8M Sell
42,718
-1,152
-3% -$562K 0.09% 230
2025
Q3 		$20.9M Sell
43,870
-732
-2% -$369K 0.1% 212
2025
Q2 		$22.4M Sell
44,602
-195
-0.4% -$90.3K 0.11% 178
2025
Q1 		$20.9M Buy
44,797
+4,330
+11% +$2.09M 0.1% 159
2024
Q4 		$19.2M Sell
40,467
-1,341
-3% -$640K 0.1% 192
2024
Q3 		$19.8M Sell
41,808
-638
-2% -$296K 0.11% 194
2024
Q2 		$17.8M Sell
42,446
-171
-0.4% -$68K 0.1% 214
2024
Q1 		$16.7M Buy
42,617
+366
+0.9% +$141K 0.11% 178
2023
Q4 		$16.5M Buy
42,251
+602
+1% +$209K 0.13% 152
2023
Q3 		$13.2M Buy
41,649
+271
+0.7% +$92.2K 0.13% 177
2023
Q2 		$14.4M Sell
41,378
-2
-0% -$634 0.14% 156
2023
Q1 		$12.7M Sell
41,380
-4,102
-9% -$1.24M 0.14% 168
2022
Q4 		$12.7M Buy
45,482
+3,349
+8% +$916K 0.11% 212
2022
Q3 		$10.2M Sell
42,133
-1,149
-3% -$334K 0.11% 210
2022
Q2 		$11.8M Buy
43,282
+1,865
+5% +$558K 0.12% 183
2022
Q1 		$14M Buy
41,417
+978
+2% +$329K 0.15% 156
2021
Q4 		$15.8M Sell
40,439
-539
-1% -$208K 0.16% 144
2021
Q3 		$14.6M Buy
40,978
+202
+0.5% +$76.1K 0.15% 160
2021
Q2 		$14.8M Buy
40,776
+95
+0.2% +$31.6K 0.17% 137
2021
Q1 		$12.1M Buy
40,681
+1,026
+3% +$289K 0.15% 157
2020
Q4 		$11.3M Buy
39,655
+332
+0.8% +$92.9K 0.13% 184
2020
Q3 		$11.4M Buy
+39,323
New +$11.2M 0.21% 124

Other funds holding MCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services's MCO Position: Q3 2026 in Review

Kestra Advisory Services increased its Moody's (MCO) stake by 4.8% in Q3 2026, buying an estimated $975K and bringing the position to 43,938 shares worth $20M. The position accounts for 0.06% of the portfolio, ranked #340.

Kestra Advisory Services first reported a position in MCO in Q3 2020 and has held it in 25 quarters since. The position peaked at $22.4M in Q2 2025. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Kestra Advisory Services held 43,938 shares of Moody's worth $20M as of Q3 2026.
  • Kestra Advisory Services bought 2,009 Moody's shares in Q3 2026, an estimated $975K.
  • Moody's made up 0.06% of Kestra Advisory Services's portfolio in Q3 2026, its #340 holding.
  • Kestra Advisory Services first reported a position in Moody's in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Moody's position peaked at $22.4M in Q2 2025.
  • 1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.