XXEC Inc
MCO icon

XXEC Inc’s Moody's MCO Stock Holding History

XXEC Inc’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 		$4.04M Sell
8,891
-132,679
-94% -$64.4M 5.62% 8
2026
Q2 		$63.5M Buy
141,570
+72,325
+104% +$32.5M 8.25% 2
2026
Q1 		$35.2M Buy
69,245
+57,395
+484% +$27.2M 6.18% 8
2025
Q4 		$6.05M Sell
11,850
-1,502
-11% -$733K 6.05% 8
2025
Q3 		$6.36M Sell
13,352
-66
-0.5% -$33.3K 5.36% 9
2025
Q2 		$6.73M Sell
13,418
-595
-4% -$276K 5.41% 8
2025
Q1 		$6.53M Sell
14,013
-413
-3% -$199K 5.65% 7
2024
Q4 		$6.83M Sell
14,426
-462
-3% -$220K 5.66% 6
2024
Q3 		$7.07M Hold
14,888
– – 5.34% 8
2024
Q2 		$6.27M Sell
14,888
-325
-2% -$129K 4.84% 7
2024
Q1 		$5.98M Sell
15,213
-7,010
-32% -$2.7M 4.5% 7
2023
Q4 		$8.68M Sell
22,223
-525
-2% -$182K 6.83% 4
2023
Q3 		$7.19M Sell
22,748
-500
-2% -$170K 6.07% 6
2023
Q2 		$8.08M Sell
23,248
-830
-3% -$263K 6.18% 5
2023
Q1 		$7.37M Buy
24,078
+4,044
+20% +$1.22M 5.88% 6
2022
Q4 		$5.58M Buy
20,034
+290
+1% +$79.3K 4.48% 9
2022
Q3 		$4.8M Buy
+19,744
New +$5.74M 4.13% 12

Other funds holding MCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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

XXEC Inc's MCO Position: Q3 2026 in Review

XXEC Inc reduced its Moody's (MCO) stake by 94% in Q3 2026, selling an estimated $64.4M and leaving 8,891 shares worth $4.04M. The position accounts for 5.62% of the portfolio, ranked #8.

XXEC Inc first reported a position in MCO in Q3 2022 and has held it in 17 quarters since. The position peaked at $63.5M in Q2 2026. 866 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • XXEC Inc held 8,891 shares of Moody's worth $4.04M as of Q3 2026.
  • XXEC Inc sold 132,679 Moody's shares in Q3 2026, an estimated $64.4M.
  • Moody's made up 5.62% of XXEC Inc's portfolio in Q3 2026, its #8 holding.
  • XXEC Inc first reported a position in Moody's in Q3 2022 and has held it in 17 quarters since.
  • XXEC Inc's Moody's position peaked at $63.5M in Q2 2026.
  • 866 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on XXEC Inc's 13F filing for Q3 2026, filed 5 Nov 2026.