Values Added Financial
MCO icon

Values Added Financial’s Moody's MCO Stock Holding History

Values Added Financial’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 		$355K Sell
782
-10
-1% -$4.85K 0.13% 98
2026
Q2 		$359K Buy
792
+17
+2% +$7.64K 0.13% 101
2026
Q1 		$338K Sell
775
-29
-4% -$13.7K 0.14% 96
2025
Q4 		$411K Sell
804
-10
-1% -$4.88K 0.17% 82
2025
Q3 		$388K Buy
814
+10
+1% +$5.04K 0.17% 82
2025
Q2 		$403K Buy
804
+9
+1% +$4.17K 0.2% 81
2025
Q1 		$370K Buy
795
+31
+4% +$14.9K 0.21% 83
2024
Q4 		$362K Buy
764
+14
+2% +$6.68K 0.21% 80
2024
Q3 		$356K Buy
750
+2
+0.3% +$927 0.22% 69
2024
Q2 		$315K Buy
748
+4
+0.5% +$1.59K 0.23% 69
2024
Q1 		$292K Buy
744
+2
+0.3% +$771 0.23% 68
2023
Q4 		$290K Sell
742
-115
-13% -$40K 0.24% 66
2023
Q3 		$271K Buy
857
+109
+15% +$37.1K 0.25% 66
2023
Q2 		$260K Buy
+748
New +$237K 0.24% 67

Other funds holding MCO

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Values Added Financial's MCO Position: Q3 2026 in Review

Values Added Financial reduced its Moody's (MCO) stake by 1.3% in Q3 2026, selling an estimated $4.85K and leaving 782 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #98.

Values Added Financial first reported a position in MCO in Q2 2023 and has held it in 14 quarters since. The position peaked at $411K in Q4 2025. 487 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Values Added Financial held 782 shares of Moody's worth $355K as of Q3 2026.
  • Values Added Financial sold 10 Moody's shares in Q3 2026, an estimated $4.85K.
  • Moody's made up 0.13% of Values Added Financial's portfolio in Q3 2026, its #98 holding.
  • Values Added Financial first reported a position in Moody's in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Moody's position peaked at $411K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.