Waldron Private Wealth
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Waldron Private Wealth’s Moody's MCO Stock Holding History

Waldron 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 		$842K Sell
1,854
-215
-10% -$104K 0.03% 165
2026
Q2 		$937K Hold
2,069
– – 0.03% 159
2026
Q1 		$903K Buy
2,069
+17
+0.8% +$8.04K 0.04% 154
2025
Q4 		$1.05M Buy
2,052
+3
+0.1% +$1.46K 0.04% 136
2025
Q3 		$976K Sell
2,049
-39
-2% -$19.7K 0.04% 147
2025
Q2 		$1.05M Hold
2,088
– – 0.05% 129
2025
Q1 		$972K Sell
2,088
-799
-28% -$385K 0.05% 132
2024
Q4 		$1.37M Buy
2,887
+6
+0.2% +$2.86K 0.06% 136
2024
Q3 		$1.37M Buy
2,881
+15
+0.5% +$6.95K 0.06% 133
2024
Q2 		$1.21M Buy
2,866
+208
+8% +$82.8K 0.05% 139
2024
Q1 		$1.04M Sell
2,658
-892
-25% -$344K 0.05% 157
2023
Q4 		$1.39M Buy
3,550
+76
+2% +$26.4K 0.07% 120
2023
Q3 		$1.1M Sell
3,474
-5
-0.1% -$1.7K 0.06% 141
2023
Q2 		$1.21M Buy
3,479
+16
+0.5% +$5.07K 0.06% 131
2023
Q1 		$1.06M Buy
3,463
+778
+29% +$235K 0.05% 160
2022
Q4 		$652K Hold
2,685
– – 0.04% 205
2022
Q3 		$652K Buy
2,685
+359
+15% +$104K 0.04% 205
2022
Q2 		$632K Sell
2,326
-12
-0.5% -$3.59K 0.04% 214
2022
Q1 		$788K Buy
2,338
+68
+3% +$22.9K 0.04% 204
2021
Q4 		$886K Hold
2,270
– – 0.04% 194
2021
Q3 		$806K Buy
2,270
+244
+12% +$91.9K 0.05% 172
2021
Q2 		$734K Hold
2,026
– – 0.05% 169
2021
Q1 		$604K Hold
2,026
– – 0.04% 175
2020
Q4 		$588K Sell
2,026
-22
-1% -$6.15K 0.04% 166
2020
Q3 		$593K Buy
2,048
+52
+3% +$14.8K 0.05% 151
2020
Q2 		$548K Buy
1,996
+55
+3% +$14K 0.05% 151
2020
Q1 		$410K Hold
1,941
– – 0.04% 158
2019
Q4 		$460K Hold
1,941
– – 0.04% 170
2019
Q3 		$397K Buy
+1,941
New +$407K 0.04% 163

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Waldron Private Wealth's MCO Position: Q3 2026 in Review

Waldron Private Wealth reduced its Moody's (MCO) stake by 10% in Q3 2026, selling an estimated $104K and leaving 1,854 shares worth $842K. The position accounts for 0.03% of the portfolio, ranked #165.

Waldron Private Wealth first reported a position in MCO in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.39M in Q4 2023. 533 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Waldron Private Wealth held 1,854 shares of Moody's worth $842K as of Q3 2026.
  • Waldron Private Wealth sold 215 Moody's shares in Q3 2026, an estimated $104K.
  • Moody's made up 0.03% of Waldron Private Wealth's portfolio in Q3 2026, its #165 holding.
  • Waldron Private Wealth first reported a position in Moody's in Q3 2019 and has held it in 29 quarters since.
  • Waldron Private Wealth's Moody's position peaked at $1.39M in Q4 2023.
  • 533 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.