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BAM Wealth Management’s Moody's MCO Stock Holding History

BAM 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 		– Sell
-1,526
Closed -$666K – 181
2026
Q1 		$666K Sell
1,526
-167
-10% -$79K 0.5% 58
2025
Q4 		$865K Sell
1,693
-135
-7% -$65.9K 0.63% 43
2025
Q3 		$871K Buy
+1,828
New +$921K 0.67% 39

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

BAM Wealth Management's MCO Position: Q2 2026 in Review

BAM Wealth Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 1,526 shares — an estimated $666K sold.

BAM Wealth Management first reported a position in MCO in Q3 2025 and held it in 3 quarters. The position peaked at $871K in Q3 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • BAM Wealth Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 1,526 Moody's shares in Q2 2026, an estimated $666K.
  • BAM Wealth Management first reported a position in Moody's in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's Moody's position peaked at $871K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.