Blue Fin Capital’s Moody's MCO Stock Holding History

Blue Fin Capital’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	$2.06M	Buy	4,543 +12	+0.3%	+$5.39K	0.3%	57
2026 Q1	$1.98M	Sell	4,531 -179	-4%	-$84.7K	0.32%	55
2025 Q4	$2.41M	Sell	4,710 -251	-5%	-$122K	0.37%	50
2025 Q3	$2.36M	Sell	4,961 -109	-2%	-$54.9K	0.37%	49
2025 Q2	$2.54M	Buy	5,070 +81	+2%	+$37.5K	0.43%	45
2025 Q1	$2.32M	Buy	4,989 +49	+1%	+$23.6K	0.45%	45
2024 Q4	$2.34M	Buy	4,940 +103	+2%	+$49.2K	0.43%	43
2024 Q3	$2.3M	Sell	4,837 -9	-0.2%	-$4.17K	0.44%	47
2024 Q2	$2.04M	Buy	4,846 +67	+1%	+$26.7K	0.41%	44
2024 Q1	$1.88M	Buy	4,779 +22	+0.5%	+$8.48K	0.42%	46
2023 Q4	$1.86M	Sell	4,757 -7	-0.1%	-$2.43K	0.48%	48
2023 Q3	$1.51M	Buy	4,764 +94	+2%	+$32K	0.44%	52
2023 Q2	$1.62M	Buy	4,670 +19	+0.4%	+$6.02K	0.46%	48
2023 Q1	$1.39M	Sell	4,651 -31	-0.7%	-$9.37K	0.45%	53
2022 Q4	$1.3M	Sell	4,682 -70	-1%	-$19.1K	0.48%	55
2022 Q3	$1.16M	Buy	4,752 +41	+0.9%	+$11.9K	0.44%	58
2022 Q2	$1.28M	Sell	4,711 -235	-5%	-$70.3K	0.45%	58
2022 Q1	$1.67M	Buy	4,946 +69	+1%	+$23.2K	0.48%	50
2021 Q4	$1.9M	Sell	4,877 -231	-5%	-$89.1K	0.53%	47
2021 Q3	$1.81M	Sell	5,108 -20	-0.4%	-$7.54K	0.55%	47
2021 Q2	$1.86M	Buy	5,128 +184	+4%	+$61.2K	0.57%	42
2021 Q1	$1.48M	Sell	4,944 -54	-1%	-$15.2K	0.51%	53
2020 Q4	$1.45M	Sell	4,998 -46	-0.9%	-$12.9K	0.52%	51
2020 Q3	$1.46M	Sell	5,044 -75	-1%	-$21.4K	0.59%	44
2020 Q2	$1.41M	Buy	5,119 +233	+5%	+$59.2K	0.62%	43
2020 Q1	$1.03M	Buy	4,886 +280	+6%	+$68.1K	0.57%	53
2019 Q4	$1.09M	Buy	4,606 +98	+2%	+$21.8K	0.51%	63
2019 Q3	$923K	Sell	4,508 -31	-0.7%	-$6.5K	0.48%	66
2019 Q2	$886K	Buy	4,539 +407	+10%	+$77.2K	0.46%	69
2019 Q1	$748K	Buy	4,132 +151	+4%	+$24.8K	0.39%	72
2018 Q4	$557K	Sell	3,981 -303	-7%	-$45.7K	0.33%	78
2018 Q3	$716K	Buy	4,284 +99	+2%	+$17.4K	0.35%	71
2018 Q2	$713K	Buy	4,185 +260	+7%	+$44K	0.38%	70
2018 Q1	$633K	Buy	3,925 +825	+27%	+$134K	0.36%	71
2017 Q4	$458K	Buy	3,100 +1,550	+100%	+$227K	0.27%	90
2017 Q3	$215K	Buy	+1,550	New	+$204K	0.13%	125
2017 Q2	–	Sell	-2,124	Closed	-$238K	–	136
2017 Q1	$238K	Hold	2,124	–	–	0.15%	120
2016 Q4	$201K	Buy	+2,124	New	+$214K	0.13%	128
2016 Q1	–	Sell	-2,174	Closed	-$218K	–	121
2015 Q4	$218K	Buy	2,174 +50	+2%	+$5.01K	0.17%	119
2015 Q3	$209K	Buy	+2,124	New	+$226K	0.16%	120

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Blue Fin Capital's MCO Position: Q2 2026 in Review

Blue Fin Capital increased its Moody's (MCO) stake by 0.26% in Q2 2026, buying an estimated $5.39K and bringing the position to 4,543 shares worth $2.06M. The position accounts for 0.3% of the portfolio, ranked #57.

Blue Fin Capital first reported a position in MCO in Q3 2015 and has held it in 40 quarters since. The position peaked at $2.54M in Q2 2025. 613 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Blue Fin Capital held 4,543 shares of Moody's worth $2.06M as of Q2 2026.
Blue Fin Capital bought 12 Moody's shares in Q2 2026, an estimated $5.39K.
Moody's made up 0.3% of Blue Fin Capital's portfolio in Q2 2026, its #57 holding.
Blue Fin Capital first reported a position in Moody's in Q3 2015 and has held it in 40 quarters since.
Blue Fin Capital's Moody's position peaked at $2.54M in Q2 2025.
613 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.