Castleview Partners
MCO icon

Castleview Partners’s Moody's MCO Stock Holding History

Castleview Partners’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
Q3 		$351K Sell
773
-6
-0.8% -$2.91K 0.15% 147
2026
Q2 		$353K Sell
779
-17
-2% -$7.64K 0.16% 146
2026
Q1 		$347K Sell
796
-47
-6% -$22.2K 0.18% 129
2025
Q4 		$431K Buy
843
+48
+6% +$23.4K 0.21% 107
2025
Q3 		$379K Sell
795
-53
-6% -$26.7K 0.21% 101
2025
Q2 		$425K Sell
848
-17
-2% -$7.87K 0.27% 89
2025
Q1 		$403K Sell
865
-133
-13% -$64.1K 0.27% 96
2024
Q4 		$472K Buy
998
+16
+2% +$7.64K 0.25% 97
2024
Q3 		$466K Buy
982
+28
+3% +$13K 0.27% 90
2024
Q2 		$402K Sell
954
-11
-1% -$4.38K 0.23% 105
2024
Q1 		$379K Buy
965
+45
+5% +$17.4K 0.21% 112
2023
Q4 		$359K Buy
920
+4
+0.4% +$1.39K 0.25% 96
2023
Q3 		$290K Buy
916
+47
+5% +$16K 0.27% 85
2023
Q2 		$302K Buy
869
+85
+11% +$26.9K 0.27% 83
2023
Q1 		$240K Buy
784
+5
+0.6% +$1.51K 0.21% 111
2022
Q4 		$217K Buy
779
+65
+9% +$17.8K 0.21% 115
2022
Q3 		$174K Sell
714
-1,815
-72% -$527K 0.17% 131
2022
Q2 		$192K Buy
2,529
+1,594
+170% +$477K 0.15% 146
2022
Q1 		$315K Buy
+935
New +$314K 0.2% 109
2021
Q2 		$610K Buy
+1,682
New +$560K 0.27% 79

Other funds holding MCO

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Castleview Partners's MCO Position: Q3 2026 in Review

Castleview Partners reduced its Moody's (MCO) stake by 0.77% in Q3 2026, selling an estimated $2.91K and leaving 773 shares worth $351K. The position accounts for 0.15% of the portfolio, ranked #147.

Castleview Partners first reported a position in MCO in Q2 2021 and has held it in 20 quarters since. The position peaked at $610K in Q2 2021. 299 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Castleview Partners held 773 shares of Moody's worth $351K as of Q3 2026.
  • Castleview Partners sold 6 Moody's shares in Q3 2026, an estimated $2.91K.
  • Moody's made up 0.15% of Castleview Partners's portfolio in Q3 2026, its #147 holding.
  • Castleview Partners first reported a position in Moody's in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Moody's position peaked at $610K in Q2 2021.
  • 299 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.