MB, Levis & Associates’s Moody's MCO Stock Holding History

MB, Levis & Associates’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	$90.8K	Hold	200	–	–	0.03%	89
2026 Q2	$90.6K	Hold	200	–	–	0.03%	90
2026 Q1	$87.2K	Hold	200	–	–	0.04%	86
2025 Q4	$102K	Hold	200	–	–	0.04%	78
2025 Q3	$95.3K	Hold	200	–	–	0.04%	85
2025 Q2	$100K	Hold	200	–	–	0.04%	90
2025 Q1	$93.1K	Hold	200	–	–	0.04%	88
2024 Q4	$94.7K	Hold	200	–	–	0.05%	89
2024 Q3	$94.9K	Hold	200	–	–	0.05%	87
2024 Q2	$84.2K	Hold	200	–	–	0.04%	90
2024 Q1	$78.6K	Hold	200	–	–	0.04%	95
2023 Q4	$78.1K	Hold	200	–	–	0.04%	93
2023 Q3	$63.2K	Hold	200	–	–	0.04%	102
2023 Q2	$69.5K	Hold	200	–	–	0.04%	97
2023 Q1	$61.2K	Hold	200	–	–	0.04%	104
2022 Q4	$55.7K	Buy	+200	New	+$54.7K	0.04%	101

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

MB, Levis & Associates's MCO Position: Q3 2026 in Review

MB, Levis & Associates held its Moody's (MCO) position steady in Q3 2026 at 200 shares worth $90.8K. The position accounts for 0.03% of the portfolio, ranked #89.

MB, Levis & Associates first reported a position in MCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $102K in Q4 2025. 720 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

MB, Levis & Associates held 200 shares of Moody's worth $90.8K as of Q3 2026.
MB, Levis & Associates left its Moody's share count unchanged in Q3 2026.
Moody's made up 0.03% of MB, Levis & Associates's portfolio in Q3 2026, its #89 holding.
MB, Levis & Associates first reported a position in Moody's in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Moody's position peaked at $102K in Q4 2025.
720 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.