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James T. Borello RIA’s Moody's MCO Stock Holding History

James T. Borello RIA’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 		$22.7K Sell
50
-2
-4% -$971 ﹤0.01% 393
2026
Q2 		$23.6K Hold
52
– – 0.01% 375
2026
Q1 		$22.7K Buy
52
+4
+8% +$1.89K 0.01% 345
2025
Q4 		$24.5K Buy
48
+41
+586% +$20K 0.01% 252
2025
Q3 		$3.33K Buy
+7
New +$3.53K ﹤0.01% 609

Other funds holding MCO

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 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

James T. Borello RIA's MCO Position: Q3 2026 in Review

James T. Borello RIA reduced its Moody's (MCO) stake by 3.8% in Q3 2026, selling an estimated $971 and leaving 50 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

James T. Borello RIA first reported a position in MCO in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.5K in Q4 2025. 174 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • James T. Borello RIA held 50 shares of Moody's worth $22.7K as of Q3 2026.
  • James T. Borello RIA sold 2 Moody's shares in Q3 2026, an estimated $971.
  • Moody's made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #393 holding.
  • James T. Borello RIA first reported a position in Moody's in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Moody's position peaked at $24.5K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.