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Clayton Financial Group’s Moody's MCO Stock Holding History

Clayton Financial Group’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 		– Sell
-10
Closed -$4.36K – 371
2026
Q1 		$4.36K Hold
10
– – ﹤0.01% 331
2025
Q4 		$5.11K Buy
+10
New +$4.88K ﹤0.01% 306

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
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
CF
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Clayton Financial Group's MCO Position: Q2 2026 in Review

Clayton Financial Group sold out of Moody's (MCO) in Q2 2026, closing a stake of 10 shares — an estimated $4.36K sold.

Clayton Financial Group first reported a position in MCO in Q4 2025 and held it in 2 quarters. The position peaked at $5.11K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Clayton Financial Group reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 10 Moody's shares in Q2 2026, an estimated $4.36K.
  • Clayton Financial Group first reported a position in Moody's in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Moody's position peaked at $5.11K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.