Applied Finance Capital Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.62M Buy
3,572
+667
+23% +$300K 0.12% 79
2026
Q1
$1.27M Buy
2,905
+198
+7% +$93.7K 0.1% 88
2025
Q4
$1.38M Buy
2,707
+394
+17% +$192K 0.1% 82
2025
Q3
$1.1M Sell
2,313
-458
-17% -$231K 0.08% 90
2025
Q2
$1.39M Buy
+2,771
New +$1.28M 0.1% 87

Other funds holding MCO

Applied Finance Capital Management's MCO Position: Q2 2026 in Review

Applied Finance Capital Management increased its Moody's (MCO) stake by 23% in Q2 2026, buying an estimated $300K and bringing the position to 3,572 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #79.

Applied Finance Capital Management first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. 1,408 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Applied Finance Capital Management held 3,572 shares of Moody's worth $1.62M as of Q2 2026.
  • Applied Finance Capital Management bought 667 Moody's shares in Q2 2026, an estimated $300K.
  • Moody's made up 0.12% of Applied Finance Capital Management's portfolio in Q2 2026, its #79 holding.
  • Applied Finance Capital Management first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.