McAdam LLC
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McAdam LLC’s Moody's MCO Stock Holding History

McAdam LLC’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 		$210K Buy
462
+6
+1% +$2.91K 0.01% 486
2026
Q2 		$207K Buy
+456
New +$205K 0.01% 480
2026
Q1 		– Sell
-395
Closed -$202K – 458
2025
Q4 		$202K Buy
+395
New +$193K 0.01% 405
2018
Q4 		– Sell
-21
Closed -$3K – 393
2018
Q3 		$3K Sell
21
-10
-32% -$1.76K ﹤0.01% 480
2018
Q2 		$5K Hold
31
– – ﹤0.01% 398
2018
Q1 		$5K Buy
+31
New +$5.02K ﹤0.01% 409

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

McAdam LLC's MCO Position: Q3 2026 in Review

McAdam LLC increased its Moody's (MCO) stake by 1.3% in Q3 2026, buying an estimated $2.91K and bringing the position to 462 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #486.

McAdam LLC first reported a position in MCO in Q1 2018 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • McAdam LLC held 462 shares of Moody's worth $210K as of Q3 2026.
  • McAdam LLC bought 6 Moody's shares in Q3 2026, an estimated $2.91K.
  • Moody's made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #486 holding.
  • McAdam LLC first reported a position in Moody's in Q1 2018 and has held it in 6 quarters since.
  • 321 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.