Monte Financial Group
MCO icon

Monte Financial Group’s Moody's MCO Stock Holding History

Monte Financial 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 		$1.63M Sell
3,579
-40
-1% -$19.4K 0.55% 56
2026
Q2 		$1.73M Buy
3,619
+72
+2% +$32.3K 0.55% 53
2026
Q1 		$1.55M Buy
3,547
+73
+2% +$34.5K 0.55% 58
2025
Q4 		$1.77M Buy
3,474
+159
+5% +$77.6K 0.66% 47
2025
Q3 		$1.58M Buy
3,315
+12
+0.4% +$6.05K 0.58% 49
2025
Q2 		$1.66M Buy
3,303
+24
+0.7% +$11.1K 0.64% 46
2025
Q1 		$1.39M Buy
3,279
+384
+13% +$185K 0.61% 44
2024
Q4 		$1.37M Sell
2,895
-33
-1% -$15.8K 0.59% 46
2024
Q3 		$1.39M Hold
2,928
– – 0.58% 44
2024
Q2 		$1.23M Sell
2,928
-1
-0% -$398 0.54% 50
2024
Q1 		$1.15M Buy
2,929
+36
+1% +$13.9K 0.5% 53
2023
Q4 		$1.13M Sell
2,893
-50
-2% -$17.4K 0.53% 49
2023
Q3 		$931K Buy
2,943
+9
+0.3% +$3.06K 0.47% 51
2023
Q2 		$1.02M Buy
2,934
+65
+2% +$20.6K 0.5% 48
2023
Q1 		$878K Buy
2,869
+172
+6% +$52K 0.46% 49
2022
Q4 		$751K Buy
2,697
+325
+14% +$88.9K 0.39% 53
2022
Q3 		$577K Buy
2,372
+59
+3% +$17.1K 0.35% 58
2022
Q2 		$629K Buy
2,313
+309
+15% +$92.4K 0.37% 49
2022
Q1 		$676K Buy
2,004
+21
+1% +$7.06K 0.36% 56
2021
Q4 		$775K Buy
+1,983
New +$765K 0.41% 48

Other funds holding MCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Monte Financial Group's MCO Position: Q3 2026 in Review

Monte Financial Group reduced its Moody's (MCO) stake by 1.1% in Q3 2026, selling an estimated $19.4K and leaving 3,579 shares worth $1.63M. The position accounts for 0.55% of the portfolio, ranked #56.

Monte Financial Group first reported a position in MCO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q4 2025. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Monte Financial Group held 3,579 shares of Moody's worth $1.63M as of Q3 2026.
  • Monte Financial Group sold 40 Moody's shares in Q3 2026, an estimated $19.4K.
  • Moody's made up 0.55% of Monte Financial Group's portfolio in Q3 2026, its #56 holding.
  • Monte Financial Group first reported a position in Moody's in Q4 2021 and has held it in 20 quarters since.
  • Monte Financial Group's Moody's position peaked at $1.77M in Q4 2025.
  • 1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Monte Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.