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Canoe Financial’s Moody's MCO Stock Holding History

Canoe Financial’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 		$169M Sell
373,122
-18,760
-5% -$8.43M 2.09% 16
2026
Q1 		$171M Sell
391,882
-34,040
-8% -$16.1M 2.33% 12
2025
Q4 		$218M Buy
425,922
+13,780
+3% +$6.72M 2.96% 7
2025
Q3 		$196M Sell
412,142
-13,500
-3% -$6.81M 2.8% 8
2025
Q2 		$213M Sell
425,642
-23,400
-5% -$10.8M 3.04% 7
2025
Q1 		$209M Buy
449,042
+26,418
+6% +$12.7M 3.35% 7
2024
Q4 		$200M Buy
422,624
+353,431
+511% +$169M 3.26% 7
2024
Q3 		$32.8M Sell
69,193
-359,499
-84% -$167M 0.79% 39
2024
Q2 		$168M Hold
428,692
– – 3.12% 9
2024
Q1 		$168M Buy
+428,692
New +$165M 2.78% 11
2023
Q3 		– Sell
-435,330
Closed -$151M – 98
2023
Q2 		$151M Buy
435,330
+1,800
+0.4% +$571K 3.17% 5
2023
Q1 		$133M Buy
+433,530
New +$131M 1.85% 13

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Canoe Financial's MCO Position: Q2 2026 in Review

Canoe Financial reduced its Moody's (MCO) stake by 4.8% in Q2 2026, selling an estimated $8.43M and leaving 373,122 shares worth $169M. The position accounts for 2.09% of the portfolio, ranked #16.

Canoe Financial first reported a position in MCO in Q1 2023 and has held it in 12 quarters since. The position peaked at $218M in Q4 2025. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Canoe Financial held 373,122 shares of Moody's worth $169M as of Q2 2026.
  • Canoe Financial sold 18,760 Moody's shares in Q2 2026, an estimated $8.43M.
  • Moody's made up 2.09% of Canoe Financial's portfolio in Q2 2026, its #16 holding.
  • Canoe Financial first reported a position in Moody's in Q1 2023 and has held it in 12 quarters since.
  • Canoe Financial's Moody's position peaked at $218M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Canoe Financial's 13F filing for Q2 2026, filed 16 Jul 2026.