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Burney Company’s Moody's MCO Stock Holding History

Burney Company’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 		$1.97M Sell
4,339
-117
-3% -$52.5K 0.05% 238
2026
Q1 		$1.94M Sell
4,456
-1,118
-20% -$529K 0.06% 222
2025
Q4 		$2.85M Sell
5,574
-308
-5% -$150K 0.09% 197
2025
Q3 		$2.8M Buy
5,882
+124
+2% +$62.5K 0.09% 195
2025
Q2 		$2.89M Sell
5,758
-54,027
-90% -$25M 0.1% 178
2025
Q1 		$27.8M Buy
59,785
+45,473
+318% +$21.9M 1.01% 20
2024
Q4 		$6.77M Buy
+14,312
New +$6.83M 0.24% 92
2014
Q2 		– Sell
-2,670
Closed -$212K – 406
2014
Q1 		$212K Sell
2,670
-300
-10% -$23.5K 0.02% 384
2013
Q4 		$233K Hold
2,970
– – 0.02% 384
2013
Q3 		$209K Buy
+2,970
New +$195K 0.02% 397

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Burney Company's MCO Position: Q2 2026 in Review

Burney Company reduced its Moody's (MCO) stake by 2.6% in Q2 2026, selling an estimated $52.5K and leaving 4,339 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #238.

Burney Company first reported a position in MCO in Q3 2013 and has held it in 10 quarters since. The position peaked at $27.8M in Q1 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Burney Company held 4,339 shares of Moody's worth $1.97M as of Q2 2026.
  • Burney Company sold 117 Moody's shares in Q2 2026, an estimated $52.5K.
  • Moody's made up 0.05% of Burney Company's portfolio in Q2 2026, its #238 holding.
  • Burney Company first reported a position in Moody's in Q3 2013 and has held it in 10 quarters since.
  • Burney Company's Moody's position peaked at $27.8M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.