Caledonia Investments plc (UK)’s Moody's MCO Stock Holding History

Caledonia Investments plc (UK)’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	$61.7M	Buy	136,300 +6,500	+5%	+$2.92M	6.99%	7
2026 Q1	$56.6M	Buy	129,800 +11,000	+9%	+$5.2M	6.62%	7
2025 Q4	$60.7M	Hold	118,800	–	–	6.73%	8
2025 Q3	$56.6M	Hold	118,800	–	–	5.57%	8
2025 Q2	$59.5M	Buy	118,800 +12,750	+12%	+$5.91M	5.86%	8
2025 Q1	$49.4M	Hold	106,050	–	–	5.75%	9
2024 Q4	$50.2M	Hold	106,050	–	–	6.01%	8
2024 Q3	$50.3M	Hold	106,050	–	–	5.52%	8
2024 Q2	$44.7M	Hold	106,050	–	–	5.37%	8
2024 Q1	$41.7M	Hold	106,050	–	–	5.38%	8
2023 Q4	$41.4M	Hold	106,050	–	–	5.59%	9
2023 Q3	$33.6M	Hold	106,050	–	–	4.92%	10
2023 Q2	$36.9M	Hold	106,050	–	–	5.09%	10
2023 Q1	$32.4M	Hold	106,050	–	–	4.76%	10
2022 Q4	$29.5M	Buy	106,050 +4,750	+5%	+$1.3M	4.89%	10
2022 Q3	$24.6M	Buy	101,300 +13,800	+16%	+$4.01M	4.57%	10
2022 Q2	$23.8M	Buy	87,500 +25,000	+40%	+$7.48M	4.03%	10
2022 Q1	$21.1M	Buy	+62,500	New	+$21M	3.2%	13

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

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

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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

Caledonia Investments plc (UK)'s MCO Position: Q2 2026 in Review

Caledonia Investments plc (UK) increased its Moody's (MCO) stake by 5% in Q2 2026, buying an estimated $2.92M and bringing the position to 136,300 shares worth $61.7M. The position accounts for 6.99% of the portfolio, ranked #7.

Caledonia Investments plc (UK) first reported a position in MCO in Q1 2022 and has held it in 18 quarters since. 426 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Caledonia Investments plc (UK) held 136,300 shares of Moody's worth $61.7M as of Q2 2026.
Caledonia Investments plc (UK) bought 6,500 Moody's shares in Q2 2026, an estimated $2.92M.
Moody's made up 6.99% of Caledonia Investments plc (UK)'s portfolio in Q2 2026, its #7 holding.
Caledonia Investments plc (UK) first reported a position in Moody's in Q1 2022 and has held it in 18 quarters since.
426 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Caledonia Investments plc (UK)'s 13F filing for Q2 2026, filed 17 Jul 2026.