BWM
MCO icon

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

Baron 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 		$705K Buy
1,557
+377
+32% +$169K 0.18% 76
2026
Q1 		$515K Buy
1,180
+544
+86% +$257K 0.15% 93
2025
Q4 		$325K Buy
636
+30
+5% +$14.6K 0.1% 160
2025
Q3 		$289K Buy
606
+3
+0.5% +$1.51K 0.1% 163
2025
Q2 		$303K Buy
+603
New +$279K 0.11% 140
2025
Q1 		– Sell
-427
Closed -$202K – 229
2024
Q4 		$202K Buy
+427
New +$204K 0.1% 183

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

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

Baron Wealth Management increased its Moody's (MCO) stake by 32% in Q2 2026, buying an estimated $169K and bringing the position to 1,557 shares worth $705K. The position accounts for 0.18% of the portfolio, ranked #76.

Baron Wealth Management first reported a position in MCO in Q4 2024 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Baron Wealth Management held 1,557 shares of Moody's worth $705K as of Q2 2026.
  • Baron Wealth Management bought 377 Moody's shares in Q2 2026, an estimated $169K.
  • Moody's made up 0.18% of Baron Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Baron Wealth Management first reported a position in Moody's in Q4 2024 and has held it in 6 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.