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Applied Capital LLC’s Moody's MCO Stock Holding History

Applied Capital LLC’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
Q2 		$2.54M Hold
5,618
– – 1.03% 20
2026
Q1 		$2.45M Sell
5,618
-192
-3% -$90.8K 1.16% 18
2025
Q4 		$2.97M Buy
5,810
+3
+0.1% +$1.46K 1.76% 13
2025
Q3 		$2.77M Hold
5,807
– – 1.71% 16
2025
Q2 		$2.91M Sell
5,807
-3
-0.1% -$1.39K 2.11% 15
2025
Q1 		$2.71M Sell
5,810
-43
-0.7% -$20.7K 2.13% 13
2024
Q4 		$2.77M Sell
5,853
-75
-1% -$35.8K 2.15% 11
2024
Q3 		$2.81M Sell
5,928
-56
-0.9% -$26K 2.19% 11
2024
Q2 		$2.52M Hold
5,984
– – 2.2% 11
2024
Q1 		$2.35M Buy
5,984
+97
+2% +$37.4K 1.91% 15
2023
Q4 		$2.3M Sell
5,887
-261
-4% -$90.7K 2.11% 13
2023
Q3 		$1.94M Sell
6,148
-116
-2% -$39.5K 1.93% 17
2023
Q2 		$2.18M Sell
6,264
-4
-0.1% -$1.27K 2.06% 13
2023
Q1 		$1.92M Sell
6,268
-129
-2% -$39K 1.9% 19
2022
Q4 		$1.78M Buy
+6,397
New +$1.75M 1.77% 20

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Applied Capital LLC's MCO Position: Q2 2026 in Review

Applied Capital LLC held its Moody's (MCO) position steady in Q2 2026 at 5,618 shares worth $2.54M. The position accounts for 1.03% of the portfolio, ranked #20.

Applied Capital LLC first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.97M in Q4 2025. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Applied Capital LLC held 5,618 shares of Moody's worth $2.54M as of Q2 2026.
  • Applied Capital LLC left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 1.03% of Applied Capital LLC's portfolio in Q2 2026, its #20 holding.
  • Applied Capital LLC first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • Applied Capital LLC's Moody's position peaked at $2.97M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.