WPG Advisers
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WPG Advisers’s Moody's MCO Stock Holding History

WPG Advisers’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 		$141K Buy
311
+28
+10% +$13.6K 0.08% 147
2026
Q2 		$128K Buy
283
+18
+7% +$8.08K 0.08% 161
2026
Q1 		$116K Buy
265
+1
+0.4% +$473 0.09% 130
2025
Q4 		$135K Sell
264
-22
-8% -$10.7K 0.1% 134
2025
Q3 		$136K Sell
286
-1
-0.3% -$504 0.11% 124
2025
Q2 		$144K Sell
287
-6
-2% -$2.78K 0.12% 113
2025
Q1 		$136K Sell
293
-98
-25% -$47.2K 0.13% 123
2024
Q4 		$185K Buy
+391
New +$187K 0.17% 107

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

WPG Advisers's MCO Position: Q3 2026 in Review

WPG Advisers increased its Moody's (MCO) stake by 9.9% in Q3 2026, buying an estimated $13.6K and bringing the position to 311 shares worth $141K. The position accounts for 0.08% of the portfolio, ranked #147.

WPG Advisers first reported a position in MCO in Q4 2024 and has held it in 8 quarters since. The position peaked at $185K in Q4 2024. 767 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • WPG Advisers held 311 shares of Moody's worth $141K as of Q3 2026.
  • WPG Advisers bought 28 Moody's shares in Q3 2026, an estimated $13.6K.
  • Moody's made up 0.08% of WPG Advisers's portfolio in Q3 2026, its #147 holding.
  • WPG Advisers first reported a position in Moody's in Q4 2024 and has held it in 8 quarters since.
  • WPG Advisers's Moody's position peaked at $185K in Q4 2024.
  • 767 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.