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Campbell Newman Asset Management’s Moody's MCO Stock Holding History

Campbell Newman Asset 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 		$19.8M Sell
43,743
-3,314
-7% -$1.49M 1.47% 26
2026
Q1 		$20.5M Buy
47,057
+468
+1% +$221K 1.67% 26
2025
Q4 		$23.8M Buy
46,589
+241
+0.5% +$118K 1.74% 24
2025
Q3 		$22.1M Buy
46,348
+853
+2% +$430K 1.61% 24
2025
Q2 		$22.8M Sell
45,495
-1,628
-3% -$754K 1.82% 23
2025
Q1 		$21.9M Buy
47,123
+60
+0.1% +$28.9K 1.86% 23
2024
Q4 		$22.3M Sell
47,063
-3,331
-7% -$1.59M 1.8% 24
2024
Q3 		$23.9M Sell
50,394
-97
-0.2% -$45K 1.8% 24
2024
Q2 		$21.3M Sell
50,491
-853
-2% -$339K 1.7% 25
2024
Q1 		$20.2M Sell
51,344
-701
-1% -$270K 1.64% 27
2023
Q4 		$20.3M Sell
52,045
-761
-1% -$264K 1.75% 25
2023
Q3 		$16.7M Buy
52,806
+133
+0.3% +$45.2K 1.58% 28
2023
Q2 		$18.3M Buy
52,673
+408
+0.8% +$129K 1.64% 26
2023
Q1 		$16M Sell
52,265
-210
-0.4% -$63.5K 1.55% 29
2022
Q4 		$14.6M Buy
52,475
+424
+0.8% +$116K 1.46% 28
2022
Q3 		$12.7M Sell
52,051
-980
-2% -$285K 1.42% 29
2022
Q2 		$14.4M Buy
53,031
+3,698
+7% +$1.11M 1.53% 29
2022
Q1 		$16.6M Sell
49,333
-182
-0.4% -$61.2K 1.6% 27
2021
Q4 		$19.3M Buy
49,515
+71
+0.1% +$27.4K 1.72% 25
2021
Q3 		$17.6M Buy
49,444
+87
+0.2% +$32.8K 1.8% 23
2021
Q2 		$17.9M Buy
49,357
+226
+0.5% +$75.2K 1.75% 23
2021
Q1 		$14.7M Buy
49,131
+735
+2% +$207K 1.54% 27
2020
Q4 		$14M Buy
48,396
+2,133
+5% +$597K 1.59% 29
2020
Q3 		$13.4M Buy
46,263
+435
+0.9% +$124K 1.72% 26
2020
Q2 		$12.6M Buy
45,828
+21,272
+87% +$5.4M 1.73% 28
2020
Q1 		$5.19M Buy
+24,556
New +$5.97M 0.89% 33

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Campbell Newman Asset Management's MCO Position: Q2 2026 in Review

Campbell Newman Asset Management reduced its Moody's (MCO) stake by 7% in Q2 2026, selling an estimated $1.49M and leaving 43,743 shares worth $19.8M. The position accounts for 1.47% of the portfolio, ranked #26.

Campbell Newman Asset Management first reported a position in MCO in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.9M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Campbell Newman Asset Management held 43,743 shares of Moody's worth $19.8M as of Q2 2026.
  • Campbell Newman Asset Management sold 3,314 Moody's shares in Q2 2026, an estimated $1.49M.
  • Moody's made up 1.47% of Campbell Newman Asset Management's portfolio in Q2 2026, its #26 holding.
  • Campbell Newman Asset Management first reported a position in Moody's in Q1 2020 and has held it in 26 quarters since.
  • Campbell Newman Asset Management's Moody's position peaked at $23.9M in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.