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

Brookstone 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 		$1.04M Buy
2,291
+194
+9% +$87.1K 0.01% 690
2026
Q1 		$915K Sell
2,097
-43
-2% -$20.3K 0.01% 674
2025
Q4 		$1.09M Buy
2,140
+155
+8% +$75.6K 0.01% 606
2025
Q3 		$946K Sell
1,985
-66
-3% -$33.3K 0.01% 625
2025
Q2 		$1.03M Buy
2,051
+392
+24% +$182K 0.01% 565
2025
Q1 		$772K Buy
1,659
+84
+5% +$40.5K 0.01% 611
2024
Q4 		$745K Sell
1,575
-36
-2% -$17.2K 0.01% 600
2024
Q3 		$765K Buy
1,611
+65
+4% +$30.1K 0.01% 578
2024
Q2 		$705K Buy
+1,546
New +$615K 0.01% 567
2022
Q2 		– Sell
-721
Closed -$241K – 806
2022
Q1 		$241K Buy
721
+145
+25% +$48.8K ﹤0.01% 691
2021
Q4 		$215K Hold
576
– – ﹤0.01% 699
2021
Q3 		$208K Hold
576
– – ﹤0.01% 693
2021
Q2 		$216K Buy
+576
New +$192K ﹤0.01% 666
2015
Q4 		– Sell
-96
Closed -$9K – 589
2015
Q3 		$9K Hold
96
– – ﹤0.01% 1197
2015
Q2 		$10K Buy
+96
New +$10.3K ﹤0.01% 1197

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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
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

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

Brookstone Capital Management increased its Moody's (MCO) stake by 9.3% in Q2 2026, buying an estimated $87.1K and bringing the position to 2,291 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #690.

Brookstone Capital Management first reported a position in MCO in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Brookstone Capital Management held 2,291 shares of Moody's worth $1.04M as of Q2 2026.
  • Brookstone Capital Management bought 194 Moody's shares in Q2 2026, an estimated $87.1K.
  • Moody's made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #690 holding.
  • Brookstone Capital Management first reported a position in Moody's in Q2 2015 and has held it in 15 quarters since.
  • Brookstone Capital Management's Moody's position peaked at $1.09M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.