Mayfair Advisory Group’s Moody's MCO Stock Holding History

Mayfair Advisory 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	$530K	Sell	1,168 -3	-0.3%	-$1.46K	0.15%	95
2026 Q2	$552K	Sell	1,171 -1	-0.1%	-$449	0.17%	93
2026 Q1	$511K	Buy	1,172 +1	+0.1%	+$473	0.18%	91
2025 Q4	$584K	Sell	1,171 -57	-5%	-$27.8K	0.23%	81
2025 Q3	$585K	Buy	1,228 +1	+0.1%	+$504	0.25%	79
2025 Q2	$632K	Buy	1,227 +3	+0.2%	+$1.39K	0.3%	67
2025 Q1	$570K	Buy	1,224 +173	+16%	+$83.4K	0.33%	64
2024 Q4	$497K	Buy	1,051 +1	+0.1%	+$477	0.29%	69
2024 Q3	$484K	Sell	1,050 -5	-0.5%	-$2.32K	0.31%	64
2024 Q2	$471K	Hold	1,055	–	–	0.32%	63
2024 Q1	$415K	Buy	1,055 +5	+0.5%	+$1.93K	0.3%	70
2023 Q4	$401K	Hold	1,050	–	–	0.34%	62
2023 Q3	$338K	Hold	1,050	–	–	0.33%	67
2023 Q2	$357K	Buy	1,050 +350	+50%	+$111K	0.36%	68
2023 Q1	$212K	Hold	700	–	–	0.23%	108
2022 Q4	$204K	Buy	+700	New	+$191K	0.26%	109
2022 Q3	–	Sell	-700	Closed	-$217K	–	119
2022 Q2	$217K	Hold	700	–	–	0.29%	107
2022 Q1	$238K	Hold	700	–	–	0.31%	90
2021 Q4	$264K	Hold	700	–	–	0.35%	70
2021 Q3	$245K	Hold	700	–	–	0.38%	77
2021 Q2	$254K	Hold	700	–	–	0.4%	73
2021 Q1	$214K	Hold	700	–	–	0.38%	79
2020 Q4	$203K	Buy	+700	New	+$196K	0.4%	81

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

Mayfair Advisory Group's MCO Position: Q3 2026 in Review

Mayfair Advisory Group reduced its Moody's (MCO) stake by 0.26% in Q3 2026, selling an estimated $1.46K and leaving 1,168 shares worth $530K. The position accounts for 0.15% of the portfolio, ranked #95.

Mayfair Advisory Group first reported a position in MCO in Q4 2020 and has held it in 23 quarters since. The position peaked at $632K in Q2 2025. 790 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Mayfair Advisory Group held 1,168 shares of Moody's worth $530K as of Q3 2026.
Mayfair Advisory Group sold 3 Moody's shares in Q3 2026, an estimated $1.46K.
Moody's made up 0.15% of Mayfair Advisory Group's portfolio in Q3 2026, its #95 holding.
Mayfair Advisory Group first reported a position in Moody's in Q4 2020 and has held it in 23 quarters since.
Mayfair Advisory Group's Moody's position peaked at $632K in Q2 2025.
790 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.