Applied Capital LLC
MCO icon

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
Q3 		$2.55M Sell
5,615
-3
-0.1% -$1.46K 1.01% 19
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

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

Applied Capital LLC's MCO Position: Q3 2026 in Review

Applied Capital LLC reduced its Moody's (MCO) stake by 0.05% in Q3 2026, selling an estimated $1.46K and leaving 5,615 shares worth $2.55M. The position accounts for 1.01% of the portfolio, ranked #19.

Applied Capital LLC first reported a position in MCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.97M in Q4 2025. 487 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Applied Capital LLC held 5,615 shares of Moody's worth $2.55M as of Q3 2026.
  • Applied Capital LLC sold 3 Moody's shares in Q3 2026, an estimated $1.46K.
  • Moody's made up 1.01% of Applied Capital LLC's portfolio in Q3 2026, its #19 holding.
  • Applied Capital LLC first reported a position in Moody's in Q4 2022 and has held it in 16 quarters since.
  • Applied Capital LLC's Moody's position peaked at $2.97M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.