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Ballentine Partners’s Moody's MCO Stock Holding History

Ballentine Partners’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 		$4.82M Sell
10,645
-292
-3% -$131K 0.06% 113
2026
Q1 		$4.77M Sell
10,937
-891
-8% -$421K 0.07% 100
2025
Q4 		$6.04M Sell
11,828
-240
-2% -$117K 0.08% 85
2025
Q3 		$5.75M Buy
12,068
+210
+2% +$106K 0.08% 83
2025
Q2 		$5.95M Sell
11,858
-1,145
-9% -$530K 0.09% 79
2025
Q1 		$6.06M Buy
13,003
+1,155
+10% +$557K 0.11% 74
2024
Q4 		$5.61M Sell
11,848
-8
-0.1% -$3.82K 0.1% 75
2024
Q3 		$5.63M Buy
11,856
+240
+2% +$111K 0.1% 74
2024
Q2 		$4.89M Buy
11,616
+634
+6% +$252K 0.09% 77
2024
Q1 		$4.32M Buy
10,982
+376
+4% +$145K 0.08% 87
2023
Q4 		$4.14M Buy
10,606
+275
+3% +$95.6K 0.08% 84
2023
Q3 		$3.27M Sell
10,331
-8
-0.1% -$2.72K 0.08% 91
2023
Q2 		$3.6M Buy
10,339
+257
+3% +$81.5K 0.08% 83
2023
Q1 		$3.09M Buy
10,082
+236
+2% +$71.3K 0.08% 93
2022
Q4 		$2.74M Buy
9,846
+320
+3% +$87.5K 0.08% 89
2022
Q3 		$2.31M Sell
9,526
-94
-1% -$27.3K 0.08% 89
2022
Q2 		$2.62M Buy
9,620
+163
+2% +$48.8K 0.09% 79
2022
Q1 		$3.19M Buy
9,457
+89
+1% +$29.9K 0.1% 74
2021
Q4 		$3.66M Buy
9,368
+5,414
+137% +$2.09M 0.11% 70
2021
Q3 		$1.4M Buy
3,954
+22
+0.6% +$8.29K 0.05% 134
2021
Q2 		$1.43M Sell
3,932
-3
-0.1% -$999 0.05% 124
2021
Q1 		$1.18M Buy
3,935
+2
+0.1% +$563 0.04% 137
2020
Q4 		$1.14M Buy
3,933
+60
+2% +$16.8K 0.05% 139
2020
Q3 		$1.12M Sell
3,873
-673
-15% -$192K 0.05% 131
2020
Q2 		$1.25M Buy
4,546
+3,495
+333% +$888K 0.06% 116
2020
Q1 		$222K Sell
1,051
-187
-15% -$45.5K 0.01% 299
2019
Q4 		$294K Hold
1,238
– – 0.01% 309
2019
Q3 		$253K Buy
1,238
+161
+15% +$33.7K 0.01% 320
2019
Q2 		$211K Buy
+1,077
New +$204K 0.01% 360

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Ballentine Partners's MCO Position: Q2 2026 in Review

Ballentine Partners reduced its Moody's (MCO) stake by 2.7% in Q2 2026, selling an estimated $131K and leaving 10,645 shares worth $4.82M. The position accounts for 0.06% of the portfolio, ranked #113.

Ballentine Partners first reported a position in MCO in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.06M in Q1 2025. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Ballentine Partners held 10,645 shares of Moody's worth $4.82M as of Q2 2026.
  • Ballentine Partners sold 292 Moody's shares in Q2 2026, an estimated $131K.
  • Moody's made up 0.06% of Ballentine Partners's portfolio in Q2 2026, its #113 holding.
  • Ballentine Partners first reported a position in Moody's in Q2 2019 and has held it in 29 quarters since.
  • Ballentine Partners's Moody's position peaked at $6.06M in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.