Meriwether Wealth & Planning’s Moody's MCO Stock Holding History

Meriwether Wealth & Planning’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	$3.18K	Buy	+7	New	+$3.4K	﹤0.01%	579

Other funds holding MCO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Meriwether Wealth & Planning's MCO Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Moody's (MCO) in Q3 2026: 7 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings.

402 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Meriwether Wealth & Planning held 7 shares of Moody's worth $3.18K as of Q3 2026.
Moody's was a new Meriwether Wealth & Planning position in Q3 2026.
Moody's made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #579 holding.
402 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.