Beese Fulmer Investment Management’s Moody's MCO Stock Holding History

Beese Fulmer Investment 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	$477K	Buy	1,053 +266	+34%	+$119K	0.03%	221
2026 Q1	$343K	Buy	787 +225	+40%	+$106K	0.02%	282
2025 Q4	$287K	Sell	562 -468	-45%	-$228K	0.02%	296
2025 Q3	$491K	Hold	1,030	–	–	0.03%	189
2025 Q2	$517K	Hold	1,030	–	–	0.04%	173
2025 Q1	$480K	Buy	1,030 +30	+3%	+$14.5K	0.04%	160
2024 Q4	$473K	Hold	1,000	–	–	0.04%	151
2024 Q3	$475K	Hold	1,000	–	–	0.04%	158
2024 Q2	$421K	Hold	1,000	–	–	0.04%	161
2024 Q1	$393K	Sell	1,000 -5	-0.5%	-$1.93K	0.04%	167
2023 Q4	$393K	Buy	1,005 +5	+0.5%	+$1.74K	0.04%	164
2023 Q3	$316K	Hold	1,000	–	–	0.04%	174
2023 Q2	$348K	Hold	1,000	–	–	0.04%	171
2023 Q1	$306K	Hold	1,000	–	–	0.03%	182
2022 Q4	$279K	Hold	1,000	–	–	0.03%	183
2022 Q3	$243K	Hold	1,000	–	–	0.03%	183
2022 Q2	$272K	Hold	1,000	–	–	0.03%	185
2022 Q1	$337K	Hold	1,000	–	–	0.04%	177
2021 Q4	$391K	Hold	1,000	–	–	0.04%	172
2021 Q3	$355K	Hold	1,000	–	–	0.04%	177
2021 Q2	$362K	Hold	1,000	–	–	0.04%	167
2021 Q1	$299K	Hold	1,000	–	–	0.04%	175
2020 Q4	$290K	Hold	1,000	–	–	0.04%	172
2020 Q3	$290K	Hold	1,000	–	–	0.04%	162
2020 Q2	$275K	Hold	1,000	–	–	0.04%	158
2020 Q1	$212K	Hold	1,000	–	–	0.04%	165
2019 Q4	$237K	Hold	1,000	–	–	0.03%	178
2019 Q3	$205K	Buy	+1,000	New	+$210K	0.03%	194

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management's MCO Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Moody's (MCO) stake by 34% in Q2 2026, buying an estimated $119K and bringing the position to 1,053 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #221.

Beese Fulmer Investment Management first reported a position in MCO in Q3 2019 and has held it in 28 quarters since. The position peaked at $517K in Q2 2025. 508 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Beese Fulmer Investment Management held 1,053 shares of Moody's worth $477K as of Q2 2026.
Beese Fulmer Investment Management bought 266 Moody's shares in Q2 2026, an estimated $119K.
Moody's made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #221 holding.
Beese Fulmer Investment Management first reported a position in Moody's in Q3 2019 and has held it in 28 quarters since.
Beese Fulmer Investment Management's Moody's position peaked at $517K in Q2 2025.
508 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.