Larson Financial Group
MCO icon

Larson Financial Group’s Moody's MCO Stock Holding History

Larson Financial Group’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 		$788K Sell
1,734
-181
-9% -$87.8K 0.02% 447
2026
Q2 		$867K Buy
1,915
+1,287
+205% +$578K 0.02% 399
2026
Q1 		$274K Buy
628
+89
+17% +$42.1K 0.01% 629
2025
Q4 		$275K Sell
539
-16
-3% -$7.81K 0.01% 624
2025
Q3 		$265K Buy
555
+160
+41% +$80.7K 0.01% 623
2025
Q2 		$198K Buy
395
+172
+77% +$79.7K 0.01% 658
2025
Q1 		$104K Buy
223
+102
+84% +$49.1K ﹤0.01% 788
2024
Q4 		$57.3K Buy
121
+54
+81% +$25.8K ﹤0.01% 863
2024
Q3 		$31.7K Buy
67
+49
+272% +$22.7K ﹤0.01% 1048
2024
Q2 		$7.45K Buy
18
+4
+29% +$1.59K ﹤0.01% 1343
2024
Q1 		$5.37K Sell
14
-20
-59% -$7.71K ﹤0.01% 1187
2023
Q4 		$13.1K Buy
34
+1
+3% +$348 ﹤0.01% 950
2023
Q3 		$10.3K Sell
33
-1
-3% -$340 ﹤0.01% 988
2023
Q2 		$11.7K Hold
34
– – ﹤0.01% 885
2023
Q1 		$10.3K Buy
34
+4
+13% +$1.21K ﹤0.01% 919
2022
Q4 		$8.36K Hold
30
– – ﹤0.01% 913
2022
Q3 		$7K Hold
30
– – ﹤0.01% 881
2022
Q2 		$8K Buy
30
+20
+200% +$5.98K ﹤0.01% 781
2022
Q1 		$3K Hold
10
– – ﹤0.01% 869
2021
Q4 		$4K Hold
10
– – ﹤0.01% 858
2021
Q3 		$4K Hold
10
– – ﹤0.01% 722
2021
Q2 		$4K Hold
10
– – ﹤0.01% 654
2021
Q1 		$3K Hold
10
– – ﹤0.01% 675
2020
Q4 		$3K Sell
10
-12
-55% -$3.36K ﹤0.01% 604
2020
Q3 		$6K Buy
22
+12
+120% +$3.42K ﹤0.01% 506
2020
Q2 		$3K Hold
10
– – ﹤0.01% 530
2020
Q1 		$2K Buy
+10
New +$2.43K ﹤0.01% 437

Other funds holding MCO

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
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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Larson Financial Group's MCO Position: Q3 2026 in Review

Larson Financial Group reduced its Moody's (MCO) stake by 9.5% in Q3 2026, selling an estimated $87.8K and leaving 1,734 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #447.

Larson Financial Group first reported a position in MCO in Q1 2020 and has held it in 27 quarters since. The position peaked at $867K in Q2 2026. 976 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Larson Financial Group held 1,734 shares of Moody's worth $788K as of Q3 2026.
  • Larson Financial Group sold 181 Moody's shares in Q3 2026, an estimated $87.8K.
  • Moody's made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #447 holding.
  • Larson Financial Group first reported a position in Moody's in Q1 2020 and has held it in 27 quarters since.
  • Larson Financial Group's Moody's position peaked at $867K in Q2 2026.
  • 976 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.