Birchbrook
MCO icon

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
Q3 		– Sell
-400
Closed -$181K – 302
2026
Q2 		$181K Hold
400
– – 0.09% 87
2026
Q1 		$174K 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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Birchbrook's MCO Position: Q3 2026 in Review

Birchbrook sold out of Moody's (MCO) in Q3 2026, closing a stake of 400 shares — an estimated $181K sold.

Birchbrook first reported a position in MCO in Q4 2023 and held it in 11 quarters. The position peaked at $204K in Q4 2025. 487 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Birchbrook reported no remaining Moody's position as of Q3 2026 after selling out during the quarter.
  • Birchbrook sold 400 Moody's shares in Q3 2026, an estimated $181K.
  • Birchbrook first reported a position in Moody's in Q4 2023 and held it in 11 quarters.
  • Birchbrook's Moody's position peaked at $204K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.