LeConte Wealth Management’s Moody's MCO Stock Holding History

LeConte Wealth Management’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	$201K	Buy	+443	New	+$215K	0.11%	187

Other funds holding MCO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

LeConte Wealth Management's MCO Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Moody's (MCO) in Q3 2026: 443 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #187 among its holdings.

866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

LeConte Wealth Management held 443 shares of Moody's worth $201K as of Q3 2026.
Moody's was a new LeConte Wealth Management position in Q3 2026.
Moody's made up 0.11% of LeConte Wealth Management's portfolio in Q3 2026, its #187 holding.
866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.