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Toth Financial Advisory’s Moody's MCO Stock Holding History

Toth Financial Advisory’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 		$3.18K Buy
+7
New +$3.4K ﹤0.01% 732
2026
Q1 		– Sell
-1
Closed -$511 – 992
2025
Q4 		$511 Buy
+1
New +$488 ﹤0.01% 809

Other funds holding MCO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Toth Financial Advisory's MCO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Moody's (MCO) in Q3 2026: 7 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in MCO as recently as Q4 2025.

Toth Financial Advisory first reported a position in MCO in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Toth Financial Advisory held 7 shares of Moody's worth $3.18K as of Q3 2026.
  • Moody's was a new Toth Financial Advisory position in Q3 2026.
  • Moody's made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #732 holding.
  • Toth Financial Advisory first reported a position in Moody's in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.