Riversedge Advisors
MCO icon

Riversedge Advisors’s Moody's MCO Stock Holding History

Riversedge Advisors’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 		$1.27M Buy
2,804
+44
+2% +$21.4K 0.16% 59
2026
Q2 		$1.25M Buy
2,760
+393
+17% +$176K 0.16% 57
2026
Q1 		$1.03M Buy
2,367
+326
+16% +$154K 0.17% 54
2025
Q4 		$1.04M Buy
2,041
+10
+0.5% +$4.88K 0.17% 48
2025
Q3 		$968K Buy
2,031
+15
+0.7% +$7.56K 0.16% 53
2025
Q2 		$1.01M Buy
2,016
+37
+2% +$17.1K 0.2% 44
2025
Q1 		$922K Buy
1,979
+28
+1% +$13.5K 0.21% 46
2024
Q4 		$924K Buy
1,951
+17
+0.9% +$8.11K 0.21% 44
2024
Q3 		$918K Buy
1,934
+8
+0.4% +$3.71K 0.21% 40
2024
Q2 		$811K Sell
1,926
-8
-0.4% -$3.18K 0.2% 42
2024
Q1 		$760K Buy
1,934
+22
+1% +$8.48K 0.19% 39
2023
Q4 		$747K Sell
1,912
-62
-3% -$21.5K 0.2% 38
2023
Q3 		$624K Buy
1,974
+62
+3% +$21.1K 0.18% 41
2023
Q2 		$665K Hold
1,912
– – 0.18% 38
2023
Q1 		$585K Hold
1,912
– – 0.17% 45
2022
Q4 		$533K Hold
1,912
– – 0.17% 50
2022
Q3 		$465K Hold
1,912
– – 0.17% 51
2022
Q2 		$520K Hold
1,912
– – 0.19% 44
2022
Q1 		$645K Hold
1,912
– – 0.21% 41
2021
Q4 		$747K Hold
1,912
– – 0.24% 39
2021
Q3 		$679K Hold
1,912
– – 0.23% 36
2021
Q2 		$693K Hold
1,912
– – 0.25% 29
2021
Q1 		$571K Hold
1,912
– – 0.24% 29
2020
Q4 		$555K Hold
1,912
– – 0.26% 31
2020
Q3 		$554K Sell
1,912
-88
-4% -$25.1K 0.29% 29
2020
Q2 		$549K Buy
+2,000
New +$508K 0.32% 28

Other funds holding MCO

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
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
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Riversedge Advisors's MCO Position: Q3 2026 in Review

Riversedge Advisors increased its Moody's (MCO) stake by 1.6% in Q3 2026, buying an estimated $21.4K and bringing the position to 2,804 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #59.

Riversedge Advisors first reported a position in MCO in Q2 2020 and has held it in 26 quarters since. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Riversedge Advisors held 2,804 shares of Moody's worth $1.27M as of Q3 2026.
  • Riversedge Advisors bought 44 Moody's shares in Q3 2026, an estimated $21.4K.
  • Moody's made up 0.16% of Riversedge Advisors's portfolio in Q3 2026, its #59 holding.
  • Riversedge Advisors first reported a position in Moody's in Q2 2020 and has held it in 26 quarters since.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.