Mather Group
MCO icon

Mather Group’s Moody's MCO Stock Holding History

Mather 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 		$525K Sell
1,156
-58
-5% -$28.1K ﹤0.01% 534
2026
Q2 		$550K Buy
1,214
+101
+9% +$45.4K ﹤0.01% 513
2026
Q1 		$486K Sell
1,113
-14
-1% -$6.62K ﹤0.01% 494
2025
Q4 		$576K Buy
1,127
+34
+3% +$16.6K 0.01% 378
2025
Q3 		$521K Sell
1,093
-14
-1% -$7.06K 0.01% 397
2025
Q2 		$555K Buy
1,107
+13
+1% +$6.02K 0.01% 375
2025
Q1 		$510K Sell
1,094
-269
-20% -$130K 0.01% 373
2024
Q4 		$645K Sell
1,363
-267
-16% -$127K 0.01% 302
2024
Q3 		$774K Sell
1,630
-177
-10% -$82K 0.01% 276
2024
Q2 		$710K Buy
1,807
+67
+4% +$26.7K 0.01% 336
2024
Q1 		$680K Buy
1,740
+3
+0.2% +$1.16K 0.01% 277
2023
Q4 		$678K Buy
1,737
+330
+23% +$115K 0.01% 286
2023
Q3 		$445K Buy
1,407
+170
+14% +$57.8K 0.01% 349
2023
Q2 		$430K Buy
+1,237
New +$392K 0.01% 375

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

Mather Group's MCO Position: Q3 2026 in Review

Mather Group reduced its Moody's (MCO) stake by 4.8% in Q3 2026, selling an estimated $28.1K and leaving 1,156 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Mather Group first reported a position in MCO in Q2 2023 and has held it in 14 quarters since. The position peaked at $774K in Q3 2024. 303 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Mather Group held 1,156 shares of Moody's worth $525K as of Q3 2026.
  • Mather Group sold 58 Moody's shares in Q3 2026, an estimated $28.1K.
  • Moody's made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #534 holding.
  • Mather Group first reported a position in Moody's in Q2 2023 and has held it in 14 quarters since.
  • Mather Group's Moody's position peaked at $774K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.