Ted Buchan & Co
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Ted Buchan & Co’s Moody's MCO Stock Holding History

Ted Buchan & Co’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 		$434K Hold
955
– – 0.14% 71
2026
Q2 		$433K Hold
955
– – 0.14% 68
2026
Q1 		$417K Hold
955
– – 0.15% 66
2025
Q4 		$488K Buy
955
+368
+63% +$180K 0.18% 63
2025
Q3 		$280K Sell
587
-368
-39% -$186K 0.11% 75
2025
Q2 		$479K Hold
955
– – 0.19% 68
2025
Q1 		$445K Buy
+955
New +$460K 0.21% 62

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

Ted Buchan & Co's MCO Position: Q3 2026 in Review

Ted Buchan & Co held its Moody's (MCO) position steady in Q3 2026 at 955 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #71.

Ted Buchan & Co first reported a position in MCO in Q1 2025 and has held it in 7 quarters since. The position peaked at $488K in Q4 2025. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Ted Buchan & Co held 955 shares of Moody's worth $434K as of Q3 2026.
  • Ted Buchan & Co left its Moody's share count unchanged in Q3 2026.
  • Moody's made up 0.14% of Ted Buchan & Co's portfolio in Q3 2026, its #71 holding.
  • Ted Buchan & Co first reported a position in Moody's in Q1 2025 and has held it in 7 quarters since.
  • Ted Buchan & Co's Moody's position peaked at $488K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.