William Allan Corp
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William Allan Corp’s Moody's MCO Stock Holding History

William Allan Corp’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 		$1.6M Buy
3,518
+107
+3% +$51.9K 0.8% 33
2026
Q2 		$1.54M Buy
3,411
+373
+12% +$168K 0.76% 37
2026
Q1 		$1.33M Buy
+3,038
New +$1.44M 0.78% 35

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

William Allan Corp's MCO Position: Q3 2026 in Review

William Allan Corp increased its Moody's (MCO) stake by 3.1% in Q3 2026, buying an estimated $51.9K and bringing the position to 3,518 shares worth $1.6M. The position accounts for 0.8% of the portfolio, ranked #33.

William Allan Corp first reported a position in MCO in Q1 2026 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • William Allan Corp held 3,518 shares of Moody's worth $1.6M as of Q3 2026.
  • William Allan Corp bought 107 Moody's shares in Q3 2026, an estimated $51.9K.
  • Moody's made up 0.8% of William Allan Corp's portfolio in Q3 2026, its #33 holding.
  • William Allan Corp first reported a position in Moody's in Q1 2026 and has held it in 3 quarters since.
  • 487 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.