Carnegie Investment Counsel’s Moody's MCO Stock Holding History

Carnegie Investment Counsel’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	$2.23M	Buy	4,916 +65	+1%	+$29.2K	0.04%	239
2026 Q1	$2.12M	Buy	4,851 +3,770	+349%	+$1.78M	0.04%	250
2025 Q4	$552K	Buy	1,081 +20	+2%	+$9.76K	0.01%	392
2025 Q3	$506K	Hold	1,061	–	–	0.01%	404
2025 Q2	$532K	Buy	1,061 +11	+1%	+$5.09K	0.01%	382
2025 Q1	$418K	Buy	1,050 +7	+0.7%	+$3.37K	0.01%	388
2024 Q4	$494K	Hold	1,043	–	–	0.01%	341
2024 Q3	$495K	Hold	1,043	–	–	0.01%	338
2024 Q2	$439K	Hold	1,043	–	–	0.01%	351
2024 Q1	$410K	Sell	1,043 -1	-0.1%	-$386	0.01%	381
2023 Q4	$408K	Hold	1,044	–	–	0.01%	377
2023 Q3	$330K	Hold	1,044	–	–	0.01%	397
2023 Q2	$363K	Hold	1,044	–	–	0.01%	396
2023 Q1	$319K	Hold	1,044	–	–	0.01%	426
2022 Q4	$291K	Buy	1,044 +1	+0.1%	+$274	0.01%	430
2022 Q3	$254K	Sell	1,043 -291	-22%	-$84.5K	0.01%	423
2022 Q2	$363K	Sell	1,334 -175	-12%	-$52.4K	0.02%	380
2022 Q1	$509K	Sell	1,509 -102	-6%	-$34.3K	0.02%	346
2021 Q4	$629K	Buy	1,611 +868	+117%	+$335K	0.02%	329
2021 Q3	$264K	Hold	743	–	–	0.01%	412
2021 Q2	$269K	Buy	743 +32	+5%	+$10.7K	0.01%	414
2021 Q1	$212K	Hold	711	–	–	0.01%	435
2020 Q4	$206K	Buy	+711	New	+$199K	0.01%	411

Other funds holding MCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Carnegie Investment Counsel's MCO Position: Q2 2026 in Review

Carnegie Investment Counsel increased its Moody's (MCO) stake by 1.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 4,916 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #239.

Carnegie Investment Counsel first reported a position in MCO in Q4 2020 and has held it in 23 quarters since. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Carnegie Investment Counsel held 4,916 shares of Moody's worth $2.23M as of Q2 2026.
Carnegie Investment Counsel bought 65 Moody's shares in Q2 2026, an estimated $29.2K.
Moody's made up 0.04% of Carnegie Investment Counsel's portfolio in Q2 2026, its #239 holding.
Carnegie Investment Counsel first reported a position in Moody's in Q4 2020 and has held it in 23 quarters since.
773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.