Bank of Montreal’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,000
Closed -$7.33M 3892
2021
Q2
$7.33M Buy
+20,000
New +$6.66M ﹤0.01% 1419
2014
Q1
Sell
-2,840
Closed -$223K 4094
2013
Q4
$223K Buy
2,840
+1,944
+217% +$142K ﹤0.01% 2197
2013
Q3
$63K Buy
+896
New +$58.8K ﹤0.01% 2707

Other funds holding MCO

Bank of Montreal's MCO Position: Q2 2026 in Review

Bank of Montreal increased its Moody's (MCO) stake by 14% in Q2 2026, buying an estimated $9.67M and bringing the position to 177,221 shares worth $80.3M. The position accounts for 0.03% of the portfolio, ranked #447.

Bank of Montreal first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $120M in Q2 2021. 999 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Bank of Montreal held 177,221 shares of Moody's worth $80.3M as of Q2 2026.
  • Bank of Montreal bought 21,535 Moody's shares in Q2 2026, an estimated $9.67M.
  • Moody's made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #447 holding.
  • Bank of Montreal first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Moody's position peaked at $120M in Q2 2021.
  • 999 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.