Legacy Bridge’s Moody's MCO Stock Holding History

Legacy Bridge’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	$11.4K	Hold	25	–	–	﹤0.01%	274
2026 Q2	$11.3K	Hold	25	–	–	﹤0.01%	275
2026 Q1	$10.9K	Sell	25 -10	-29%	-$4.73K	﹤0.01%	278
2025 Q4	$17.9K	Buy	35 +10	+40%	+$4.88K	0.01%	256
2025 Q3	$11.9K	Hold	25	–	–	0.01%	259
2025 Q2	$12.5K	Hold	25	–	–	0.01%	247
2025 Q1	$11.6K	Hold	25	–	–	0.01%	235
2024 Q4	$11.8K	Hold	25	–	–	0.01%	250
2024 Q3	$11.9K	Hold	25	–	–	0.01%	251
2024 Q2	$10.5K	Hold	25	–	–	0.01%	249
2024 Q1	$9.8K	Hold	25	–	–	0.01%	275
2023 Q4	$9.8K	Hold	25	–	–	0.01%	256
2023 Q3	$7.9K	Hold	25	–	–	0.01%	257
2023 Q2	$8.69K	Hold	25	–	–	0.01%	259
2023 Q1	$7.65K	Hold	25	–	–	0.01%	262
2022 Q4	$6.97K	Hold	25	–	–	0.01%	271
2022 Q3	$6K	Hold	25	–	–	﹤0.01%	260
2022 Q2	$7K	Hold	25	–	–	0.01%	261
2022 Q1	$8K	Hold	25	–	–	﹤0.01%	273
2021 Q4	$10K	Hold	25	–	–	0.01%	274
2021 Q3	$9K	Hold	25	–	–	0.01%	269
2021 Q2	$9K	Hold	25	–	–	0.01%	267
2021 Q1	$7K	Hold	25	–	–	﹤0.01%	273
2020 Q4	$7K	Hold	25	–	–	0.01%	268
2020 Q3	$7K	Hold	25	–	–	0.01%	262
2020 Q2	$7K	Hold	25	–	–	0.01%	262
2020 Q1	$5K	Buy	+25	New	+$6.08K	0.01%	264

Other funds holding MCO

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Legacy Bridge's MCO Position: Q3 2026 in Review

Legacy Bridge held its Moody's (MCO) position steady in Q3 2026 at 25 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Legacy Bridge first reported a position in MCO in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.9K in Q4 2025. 730 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Legacy Bridge held 25 shares of Moody's worth $11.4K as of Q3 2026.
Legacy Bridge left its Moody's share count unchanged in Q3 2026.
Moody's made up ﹤0.01% of Legacy Bridge's portfolio in Q3 2026, its #274 holding.
Legacy Bridge first reported a position in Moody's in Q1 2020 and has held it in 27 quarters since.
Legacy Bridge's Moody's position peaked at $17.9K in Q4 2025.
730 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.