Boltwood Capital Management’s Moody's MCO Stock Holding History

Boltwood Capital 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	$301K	Sell	665 -15	-2%	-$6.74K	0.07%	162
2026 Q1	$297K	Sell	680 -20	-3%	-$9.46K	0.08%	160
2025 Q4	$358K	Sell	700 -20	-3%	-$9.76K	0.09%	147
2025 Q3	$343K	Sell	720 -15	-2%	-$7.56K	0.09%	149
2025 Q2	$369K	Sell	735 -20	-3%	-$9.26K	0.1%	140
2025 Q1	$352K	Sell	755 -55	-7%	-$26.5K	0.11%	137
2024 Q4	$383K	Hold	810	–	–	0.12%	134
2024 Q3	$384K	Sell	810 -5	-0.6%	-$2.32K	0.11%	132
2024 Q2	$343K	Sell	815 -5	-0.6%	-$1.99K	0.11%	134
2024 Q1	$322K	Sell	820 -115	-12%	-$44.3K	0.1%	141
2023 Q4	$365K	Sell	935 -40	-4%	-$13.9K	0.12%	130
2023 Q3	$308K	Sell	975 -40	-4%	-$13.6K	0.11%	127
2023 Q2	$353K	Buy	1,015 +15	+2%	+$4.75K	0.13%	126
2023 Q1	$306K	Sell	1,000 -50	-5%	-$15.1K	0.11%	133
2022 Q4	$293K	Sell	1,050 -100	-9%	-$27.4K	0.12%	127
2022 Q3	$280K	Sell	1,150 -60	-5%	-$17.4K	0.13%	127
2022 Q2	$329K	Sell	1,210 -80	-6%	-$23.9K	0.14%	124
2022 Q1	$435K	Sell	1,290 -50	-4%	-$16.8K	0.17%	119
2021 Q4	$523K	Hold	1,340	–	–	0.19%	109
2021 Q3	$476K	Sell	1,340 -20	-1%	-$7.54K	0.19%	116
2021 Q2	$493K	Sell	1,360 -35	-3%	-$11.6K	0.2%	112
2021 Q1	$417K	Sell	1,395 -142	-9%	-$40K	0.19%	114
2020 Q4	$446K	Sell	1,537 -65	-4%	-$18.2K	0.22%	105
2020 Q3	$464K	Hold	1,602	–	–	0.26%	97
2020 Q2	$440K	Sell	1,602 -128	-7%	-$32.5K	0.27%	93
2020 Q1	$366K	Hold	1,730	–	–	0.26%	97
2019 Q4	$411K	Sell	1,730 -93	-5%	-$20.7K	0.23%	108
2019 Q3	$373K	Hold	1,823	–	–	0.23%	107
2019 Q2	$356K	Sell	1,823 -25	-1%	-$4.75K	0.23%	104
2019 Q1	$335K	Hold	1,848	–	–	0.22%	104
2018 Q4	$258K	Hold	1,848	–	–	0.18%	113
2018 Q3	$308K	Hold	1,848	–	–	0.18%	116
2018 Q2	$315K	Hold	1,848	–	–	0.21%	112
2018 Q1	$298K	Hold	1,848	–	–	0.2%	109
2017 Q4	$272K	Hold	1,848	–	–	0.17%	111
2017 Q3	$257K	Hold	1,848	–	–	0.17%	108
2017 Q2	$224K	Hold	1,848	–	–	0.15%	113
2017 Q1	$207K	Buy	+1,848	New	+$198K	0.14%	110
2016 Q4	–	Sell	-1,848	Closed	-$200K	–	108
2016 Q3	$200K	Buy	+1,848	New	+$194K	0.16%	101
2015 Q2	–	Sell	-1,941	Closed	-$201K	–	87
2015 Q1	$201K	Buy	+1,941	New	+$188K	0.06%	90

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

Boltwood Capital Management's MCO Position: Q2 2026 in Review

Boltwood Capital Management reduced its Moody's (MCO) stake by 2.2% in Q2 2026, selling an estimated $6.74K and leaving 665 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #162.

Boltwood Capital Management first reported a position in MCO in Q1 2015 and has held it in 40 quarters since. The position peaked at $523K in Q4 2021. 358 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Boltwood Capital Management held 665 shares of Moody's worth $301K as of Q2 2026.
Boltwood Capital Management sold 15 Moody's shares in Q2 2026, an estimated $6.74K.
Moody's made up 0.07% of Boltwood Capital Management's portfolio in Q2 2026, its #162 holding.
Boltwood Capital Management first reported a position in Moody's in Q1 2015 and has held it in 40 quarters since.
Boltwood Capital Management's Moody's position peaked at $523K in Q4 2021.
358 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.