Net Worth Advisory Group
MCO icon

Net Worth Advisory Group’s Moody's MCO Stock Holding History

Net Worth Advisory 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 		$307K Buy
686
+67
+11% +$32.5K 0.08% 273
2026
Q2 		$280K Buy
619
+26
+4% +$11.7K 0.07% 302
2026
Q1 		$259K Buy
593
+24
+4% +$11.4K 0.05% 348
2025
Q4 		$291K Sell
569
-41
-7% -$20K 0.06% 331
2025
Q3 		$290K Sell
610
-12
-2% -$6.05K 0.08% 286
2025
Q2 		$312K Buy
622
+13
+2% +$6.02K 0.07% 294
2025
Q1 		$284K Sell
609
-25
-4% -$12K 0.09% 270
2024
Q4 		$300K Sell
634
-15
-2% -$7.16K 0.09% 248
2024
Q3 		$308K Buy
+649
New +$301K 0.09% 267

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

Net Worth Advisory Group's MCO Position: Q3 2026 in Review

Net Worth Advisory Group increased its Moody's (MCO) stake by 11% in Q3 2026, buying an estimated $32.5K and bringing the position to 686 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #273.

Net Worth Advisory Group first reported a position in MCO in Q3 2024 and has held it in 9 quarters since. The position peaked at $312K in Q2 2025. 1,167 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Net Worth Advisory Group held 686 shares of Moody's worth $307K as of Q3 2026.
  • Net Worth Advisory Group bought 67 Moody's shares in Q3 2026, an estimated $32.5K.
  • Moody's made up 0.08% of Net Worth Advisory Group's portfolio in Q3 2026, its #273 holding.
  • Net Worth Advisory Group first reported a position in Moody's in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Moody's position peaked at $312K in Q2 2025.
  • 1,167 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.