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Baker Tilly Wealth Management’s Moody's MCO Stock Holding History

Baker Tilly Wealth Management’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 		$299K Buy
660
+110
+20% +$49.4K 0.06% 217
2026
Q1 		$240K Sell
550
-22
-4% -$10.4K 0.06% 240
2025
Q4 		$292K Buy
572
+23
+4% +$11.2K 0.07% 224
2025
Q3 		$262K Buy
549
+13
+2% +$6.55K 0.06% 238
2025
Q2 		$269K Buy
536
+34
+7% +$15.7K 0.1% 196
2025
Q1 		$234K Buy
502
+6
+1% +$2.89K 0.09% 216
2024
Q4 		$235K Buy
496
+21
+4% +$10K 0.09% 213
2024
Q3 		$225K Buy
+475
New +$220K 0.1% 219
2023
Q3 		– Sell
-1,685
Closed -$586K – 521
2023
Q2 		$586K Sell
1,685
-41
-2% -$13K 0.06% 299
2023
Q1 		$528K Sell
1,726
-36
-2% -$10.9K 0.06% 319
2022
Q4 		$491K Buy
1,762
+569
+48% +$156K 0.06% 329
2022
Q3 		$290K Buy
1,193
+25
+2% +$7.26K 0.04% 418
2022
Q2 		$318K Buy
1,168
+192
+20% +$57.4K 0.04% 404
2022
Q1 		$329K Buy
976
+176
+22% +$59.2K 0.04% 418
2021
Q4 		$312K Buy
800
+91
+13% +$35.1K 0.03% 424
2021
Q3 		$252K Buy
709
+6
+0.9% +$2.26K 0.03% 439
2021
Q2 		$255K Sell
703
-16
-2% -$5.33K 0.04% 428
2021
Q1 		$215K Buy
+719
New +$202K 0.04% 434

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Baker Tilly Wealth Management's MCO Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Moody's (MCO) stake by 20% in Q2 2026, buying an estimated $49.4K and bringing the position to 660 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #217.

Baker Tilly Wealth Management first reported a position in MCO in Q1 2021 and has held it in 18 quarters since. The position peaked at $586K in Q2 2023. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Baker Tilly Wealth Management held 660 shares of Moody's worth $299K as of Q2 2026.
  • Baker Tilly Wealth Management bought 110 Moody's shares in Q2 2026, an estimated $49.4K.
  • Moody's made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Baker Tilly Wealth Management first reported a position in Moody's in Q1 2021 and has held it in 18 quarters since.
  • Baker Tilly Wealth Management's Moody's position peaked at $586K in Q2 2023.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.