Birch Hill Investment Advisors’s Moody's MCO Stock Holding History

Birch Hill Investment Advisors’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	$281K	Hold	620	–	–	0.01%	184
2026 Q1	$270K	Hold	620	–	–	0.01%	178
2025 Q4	$317K	Hold	620	–	–	0.01%	168
2025 Q3	$295K	Hold	620	–	–	0.01%	170
2025 Q2	$311K	Hold	620	–	–	0.01%	166
2025 Q1	$289K	Hold	620	–	–	0.01%	165
2024 Q4	$293K	Hold	620	–	–	0.01%	165
2024 Q3	$294K	Hold	620	–	–	0.01%	158
2024 Q2	$261K	Sell	620 -80	-11%	-$31.8K	0.01%	156
2024 Q1	$275K	Sell	700 -70	-9%	-$27K	0.01%	152
2023 Q4	$301K	Hold	770	–	–	0.02%	139
2023 Q3	$243K	Hold	770	–	–	0.01%	144
2023 Q2	$268K	Hold	770	–	–	0.02%	140
2023 Q1	$236K	Hold	770	–	–	0.01%	143
2022 Q4	$215K	Buy	+770	New	+$211K	0.01%	147
2022 Q3	–	Sell	-770	Closed	-$209K	–	150
2022 Q2	$209K	Hold	770	–	–	0.01%	148
2022 Q1	$260K	Hold	770	–	–	0.01%	146
2021 Q4	$301K	Hold	770	–	–	0.01%	146
2021 Q3	$273K	Hold	770	–	–	0.01%	150
2021 Q2	$279K	Hold	770	–	–	0.02%	144
2021 Q1	$230K	Hold	770	–	–	0.01%	144
2020 Q4	$223K	Hold	770	–	–	0.01%	141
2020 Q3	$223K	Hold	770	–	–	0.01%	134
2020 Q2	$212K	Buy	+770	New	+$196K	0.02%	136
2016 Q1	–	Sell	-2,700	Closed	-$271K	–	129
2015 Q4	$271K	Hold	2,700	–	–	0.03%	117
2015 Q3	$265K	Buy	2,700 +300	+13%	+$31.9K	0.03%	119
2015 Q2	$259K	Hold	2,400	–	–	0.03%	129
2015 Q1	$249K	Hold	2,400	–	–	0.03%	127
2014 Q4	$230K	Hold	2,400	–	–	0.02%	132
2014 Q3	$227K	Hold	2,400	–	–	0.02%	132
2014 Q2	$210K	Buy	+2,400	New	+$198K	0.02%	131

Other funds holding MCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Birch Hill Investment Advisors's MCO Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Moody's (MCO) position steady in Q2 2026 at 620 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #184.

Birch Hill Investment Advisors first reported a position in MCO in Q2 2014 and has held it in 31 quarters since. The position peaked at $317K in Q4 2025. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Birch Hill Investment Advisors held 620 shares of Moody's worth $281K as of Q2 2026.
Birch Hill Investment Advisors left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #184 holding.
Birch Hill Investment Advisors first reported a position in Moody's in Q2 2014 and has held it in 31 quarters since.
Birch Hill Investment Advisors's Moody's position peaked at $317K in Q4 2025.
773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.