Baskin Financial Services’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46.7M Sell
103,006
-1,807
-2% -$812K 3.67% 12
2026
Q1
$45.7M Sell
104,813
-750
-0.7% -$355K 3.74% 13
2025
Q4
$53.9M Sell
105,563
-990
-0.9% -$483K 4.06% 8
2025
Q3
$50.8M Sell
106,553
-153
-0.1% -$77.1K 3.73% 12
2025
Q2
$53.5M Buy
106,706
+176
+0.2% +$81.5K 4.05% 10
2025
Q1
$49.6M Sell
106,530
-1,275
-1% -$614K 4.03% 8
2024
Q4
$51M Sell
107,805
-603
-0.6% -$288K 4.06% 9
2024
Q3
$51.4M Sell
108,408
-1,041
-1% -$482K 4.21% 8
2024
Q2
$46.1M Sell
109,449
-3,491
-3% -$1.39M 3.94% 10
2024
Q1
$44.4M Buy
112,940
+1,312
+1% +$506K 3.72% 9
2023
Q4
$43.6M Sell
111,628
-1,229
-1% -$427K 3.94% 8
2023
Q3
$35.7M Sell
112,857
-632
-0.6% -$215K 3.62% 10
2023
Q2
$39.5M Sell
113,489
-1,670
-1% -$529K 3.79% 9
2023
Q1
$35.2M Buy
115,159
+473
+0.4% +$143K 3.7% 8
2022
Q4
$32M Sell
114,686
-1,266
-1% -$346K 3.7% 8
2022
Q3
$28.2M Sell
115,952
-1,345
-1% -$391K 3.37% 10
2022
Q2
$31.9M Sell
117,297
-1,199
-1% -$359K 3.46% 9
2022
Q1
$40M Buy
118,496
+540
+0.5% +$182K 3.52% 9
2021
Q4
$46.1M Buy
117,956
+1,837
+2% +$709K 3.67% 8
2021
Q3
$41.2M Sell
116,119
-274
-0.2% -$103K 3.67% 8
2021
Q2
$42.2M Buy
116,393
+1,312
+1% +$437K 3.87% 8
2021
Q1
$34.4M Buy
115,081
+3,237
+3% +$912K 3.55% 9
2020
Q4
$32.5M Buy
111,844
+3,628
+3% +$1.01M 3.59% 8
2020
Q3
$31.4M Buy
108,216
+4,251
+4% +$1.21M 3.99% 7
2020
Q2
$28.6M Buy
103,965
+3,692
+4% +$938K 4.22% 5
2020
Q1
$21.2M Buy
100,273
+440
+0.4% +$107K 3.85% 6
2019
Q4
$23.7M Buy
99,833
+1,735
+2% +$386K 3.48% 9
2019
Q3
$20.1M Buy
98,098
+1,851
+2% +$388K 3.29% 12
2019
Q2
$18.8M Buy
96,247
+2,544
+3% +$483K 3.2% 13
2019
Q1
$17M Buy
93,703
+908
+1% +$149K 3.15% 12
2018
Q4
$13M Buy
92,795
+1,255
+1% +$189K 2.79% 18
2018
Q3
$15.3M Buy
91,540
+3,600
+4% +$633K 2.78% 16
2018
Q2
$15M Sell
87,940
-1,140
-1% -$193K 2.81% 14
2018
Q1
$14.4M Buy
89,080
+1,018
+1% +$165K 2.76% 15
2017
Q4
$13M Sell
88,062
-318
-0.4% -$46.6K 2.47% 16
2017
Q3
$12.3M Sell
88,380
-1,963
-2% -$258K 2.39% 20
2017
Q2
$11M Buy
90,343
+2,570
+3% +$301K 2.29% 22
2017
Q1
$9.83M Buy
87,773
+2,457
+3% +$263K 2.17% 25
2016
Q4
$8.04M Buy
85,316
+6,785
+9% +$685K 1.98% 31
2016
Q3
$8.5M Buy
78,531
+935
+1% +$98.3K 2.23% 24
2016
Q2
$7.27M Buy
77,596
+1,895
+3% +$183K 2.05% 29
2016
Q1
$7.31M Buy
75,701
+4,722
+7% +$424K 2.12% 27
2015
Q4
$7.12M Buy
70,979
+60,444
+574% +$6.06M 2.2% 25
2015
Q3
$1.03M Buy
+10,535
New +$1.12M 0.35% 35

Other funds holding MCO

Baskin Financial Services's MCO Position: Q2 2026 in Review

Baskin Financial Services reduced its Moody's (MCO) stake by 1.7% in Q2 2026, selling an estimated $812K and leaving 103,006 shares worth $46.7M. The position accounts for 3.67% of the portfolio, ranked #12.

Baskin Financial Services first reported a position in MCO in Q3 2015 and has held it in 44 quarters since. The position peaked at $53.9M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Baskin Financial Services held 103,006 shares of Moody's worth $46.7M as of Q2 2026.
  • Baskin Financial Services sold 1,807 Moody's shares in Q2 2026, an estimated $812K.
  • Moody's made up 3.67% of Baskin Financial Services's portfolio in Q2 2026, its #12 holding.
  • Baskin Financial Services first reported a position in Moody's in Q3 2015 and has held it in 44 quarters since.
  • Baskin Financial Services's Moody's position peaked at $53.9M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Baskin Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.