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Secured Retirement Advisors’s Moody's MCO Stock Holding History

Secured Retirement 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
Q2 		$2.22M Buy
+4,891
New +$2.2M 1.14% 18

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Secured Retirement Advisors's MCO Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in Moody's (MCO) in Q2 2026: 4,891 shares worth $2.22M. The stake represents 1.14% of the portfolio and ranks #18 among its holdings.

262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Secured Retirement Advisors held 4,891 shares of Moody's worth $2.22M as of Q2 2026.
  • Moody's was a new Secured Retirement Advisors position in Q2 2026.
  • Moody's made up 1.14% of Secured Retirement Advisors's portfolio in Q2 2026, its #18 holding.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.