CMH Wealth Management’s Moody's MCO Stock Holding History

CMH Wealth 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	$243K	Buy	536 +3	+0.6%	+$1.35K	0.04%	110
2026 Q1	$233K	Hold	533	–	–	0.04%	111
2025 Q4	$272K	Hold	533	–	–	0.06%	50
2025 Q3	$254K	Hold	533	–	–	0.05%	54
2025 Q2	$267K	Hold	533	–	–	0.06%	51
2025 Q1	$248K	Hold	533	–	–	0.06%	51
2024 Q4	$252K	Hold	533	–	–	0.06%	52
2024 Q3	$253K	Hold	533	–	–	0.06%	51
2024 Q2	$224K	Buy	+533	New	+$212K	0.06%	49

Other funds holding MCO

PAM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

CMH Wealth Management's MCO Position: Q2 2026 in Review

CMH Wealth Management increased its Moody's (MCO) stake by 0.56% in Q2 2026, buying an estimated $1.35K and bringing the position to 536 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #110.

CMH Wealth Management first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $272K in Q4 2025. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

CMH Wealth Management held 536 shares of Moody's worth $243K as of Q2 2026.
CMH Wealth Management bought 3 Moody's shares in Q2 2026, an estimated $1.35K.
Moody's made up 0.04% of CMH Wealth Management's portfolio in Q2 2026, its #110 holding.
CMH Wealth Management first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
CMH Wealth Management's Moody's position peaked at $272K in Q4 2025.
193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.