StackStone Wealth’s Moody's MCO Stock Holding History

StackStone Wealth’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	$2.66M	Buy	+5,863	New	+$2.85M	0.26%	104

Other funds holding MCO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

StackStone Wealth's MCO Position: Q3 2026 in Review

StackStone Wealth opened a new position in Moody's (MCO) in Q3 2026: 5,863 shares worth $2.66M. The stake represents 0.26% of the portfolio and ranks #104 among its holdings.

458 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

StackStone Wealth held 5,863 shares of Moody's worth $2.66M as of Q3 2026.
Moody's was a new StackStone Wealth position in Q3 2026.
Moody's made up 0.26% of StackStone Wealth's portfolio in Q3 2026, its #104 holding.
458 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.