Third View Private Wealth
MCO icon

Third View Private Wealth’s Moody's MCO Stock Holding History

Third View Private 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 		$733K Sell
1,613
-78
-5% -$37.9K 0.09% 141
2026
Q2 		$766K Buy
1,691
+532
+46% +$239K 0.09% 150
2026
Q1 		$506K Buy
1,159
+208
+22% +$98.4K 0.07% 166
2025
Q4 		$486K Buy
+951
New +$464K 0.07% 173

Other funds holding MCO

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

Third View Private Wealth's MCO Position: Q3 2026 in Review

Third View Private Wealth reduced its Moody's (MCO) stake by 4.6% in Q3 2026, selling an estimated $37.9K and leaving 1,613 shares worth $733K. The position accounts for 0.09% of the portfolio, ranked #141.

Third View Private Wealth first reported a position in MCO in Q4 2025 and has held it in 4 quarters since. The position peaked at $766K in Q2 2026. 720 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Third View Private Wealth held 1,613 shares of Moody's worth $733K as of Q3 2026.
  • Third View Private Wealth sold 78 Moody's shares in Q3 2026, an estimated $37.9K.
  • Moody's made up 0.09% of Third View Private Wealth's portfolio in Q3 2026, its #141 holding.
  • Third View Private Wealth first reported a position in Moody's in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Moody's position peaked at $766K in Q2 2026.
  • 720 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.