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

Mascoma 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 		$2.27K Hold
5
– – ﹤0.01% 441
2026
Q2 		$2.26K Hold
5
– – ﹤0.01% 441
2026
Q1 		$2.18K Buy
5
+2
+67% +$946 ﹤0.01% 415
2025
Q4 		$1.53K Buy
+3
New +$1.46K ﹤0.01% 428

Other funds holding MCO

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Mascoma Wealth Management held its Moody's (MCO) position steady in Q3 2026 at 5 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Mascoma Wealth Management first reported a position in MCO in Q4 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Mascoma Wealth Management held 5 shares of Moody's worth $2.27K as of Q3 2026.
  • Mascoma Wealth Management left its Moody's share count unchanged in Q3 2026.
  • Moody's made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #441 holding.
  • Mascoma Wealth Management first reported a position in Moody's in Q4 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.