Birchbrook’s Moody's MCO Stock Holding History

Birchbrook’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	$181K	Hold	400	–	–	0.09%	87
2026 Q1	$175K	Hold	400	–	–	0.09%	86
2025 Q4	$204K	Hold	400	–	–	0.1%	80
2025 Q3	$191K	Hold	400	–	–	0.1%	82
2025 Q2	$201K	Hold	400	–	–	0.11%	78
2025 Q1	$186K	Hold	400	–	–	0.1%	73
2024 Q4	$189K	Hold	400	–	–	0.11%	69
2024 Q3	$190K	Hold	400	–	–	0.11%	68
2024 Q2	$168K	Hold	400	–	–	0.1%	76
2024 Q1	$157K	Hold	400	–	–	0.09%	77
2023 Q4	$156K	Buy	+400	New	+$139K	0.1%	77

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Birchbrook's MCO Position: Q2 2026 in Review

Birchbrook held its Moody's (MCO) position steady in Q2 2026 at 400 shares worth $181K. The position accounts for 0.09% of the portfolio, ranked #87.

Birchbrook first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $204K in Q4 2025. 242 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Birchbrook held 400 shares of Moody's worth $181K as of Q2 2026.
Birchbrook left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.09% of Birchbrook's portfolio in Q2 2026, its #87 holding.
Birchbrook first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Moody's position peaked at $204K in Q4 2025.
242 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.