RDA Financial Network
MCO icon

RDA Financial Network’s Moody's MCO Stock Holding History

RDA Financial Network’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 		$356K Sell
784
-291
-27% -$141K 0.08% 183
2026
Q2 		$487K Buy
1,075
+54
+5% +$24.3K 0.11% 166
2026
Q1 		$446K Buy
+1,021
New +$483K 0.11% 175

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

RDA Financial Network's MCO Position: Q3 2026 in Review

RDA Financial Network reduced its Moody's (MCO) stake by 27% in Q3 2026, selling an estimated $141K and leaving 784 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #183.

RDA Financial Network first reported a position in MCO in Q1 2026 and has held it in 3 quarters since. The position peaked at $487K in Q2 2026. 321 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • RDA Financial Network held 784 shares of Moody's worth $356K as of Q3 2026.
  • RDA Financial Network sold 291 Moody's shares in Q3 2026, an estimated $141K.
  • Moody's made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #183 holding.
  • RDA Financial Network first reported a position in Moody's in Q1 2026 and has held it in 3 quarters since.
  • RDA Financial Network's Moody's position peaked at $487K in Q2 2026.
  • 321 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.