MBL Wealth’s Moody's MCO Stock Holding History

MBL Wealth’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	$218K	Buy	+479	New	+$232K	0.01%	570

Other funds holding MCO

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

MBL Wealth's MCO Position: Q3 2026 in Review

MBL Wealth opened a new position in Moody's (MCO) in Q3 2026: 479 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings.

1,084 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

MBL Wealth held 479 shares of Moody's worth $218K as of Q3 2026.
Moody's was a new MBL Wealth position in Q3 2026.
Moody's made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #570 holding.
1,084 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.