Congress Asset Management’s Moody's MCO Stock Holding History

Congress Asset 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	$93M	Sell	205,324 -8,007	-4%	-$3.6M	0.57%	67
2026 Q1	$93.1M	Sell	213,331 -4,398	-2%	-$2.08M	0.67%	51
2025 Q4	$111M	Sell	217,729 -4,246	-2%	-$2.07M	0.78%	40
2025 Q3	$106M	Sell	221,975 -2,445	-1%	-$1.23M	0.7%	50
2025 Q2	$113M	Sell	224,420 -1,092	-0.5%	-$506K	0.77%	42
2025 Q1	$105M	Buy	225,512 +584	+0.3%	+$281K	0.79%	45
2024 Q4	$106M	Buy	224,928 +3,183	+1%	+$1.52M	0.72%	60
2024 Q3	$105M	Buy	221,745 +2,127	+1%	+$986K	0.72%	65
2024 Q2	$92.4M	Buy	219,618 +9,659	+5%	+$3.84M	0.66%	69
2024 Q1	$82.5M	Buy	209,959 +3,047	+1%	+$1.17M	0.59%	78
2023 Q4	$80.8M	Buy	206,912 +3,489	+2%	+$1.21M	0.64%	73
2023 Q3	$64.3M	Buy	203,423 +10,442	+5%	+$3.55M	0.57%	78
2023 Q2	$67.1M	Buy	192,981 +182,981	+1,830%	+$58M	0.58%	72
2023 Q1	$3.06M	Hold	10,000	–	–	0.03%	251
2022 Q4	$2.79M	Sell	10,000 -5,000	-33%	-$1.37M	0.03%	258
2022 Q3	$3.65M	Hold	15,000	–	–	0.04%	224
2022 Q2	$4.08M	Hold	15,000	–	–	0.04%	231
2022 Q1	$5.06M	Hold	15,000	–	–	0.04%	226
2021 Q4	$5.86M	Hold	15,000	–	–	0.04%	220
2021 Q3	$5.33M	Hold	15,000	–	–	0.04%	219
2021 Q2	$5.44M	Hold	15,000	–	–	0.05%	210
2021 Q1	$4.48M	Sell	15,000 -32,616	-68%	-$9.19M	0.04%	215
2020 Q4	$13.8M	Hold	47,616	–	–	0.13%	96
2020 Q3	$13.8M	Sell	47,616 -2,500	-5%	-$714K	0.15%	90
2020 Q2	$13.8M	Hold	50,116	–	–	0.16%	85
2020 Q1	$10.6M	Sell	50,116 -6,800	-12%	-$1.65M	0.16%	86
2019 Q4	$13.5M	Hold	56,916	–	–	0.16%	86
2019 Q3	$11.7M	Hold	56,916	–	–	0.15%	85
2019 Q2	$11.1M	Hold	56,916	–	–	0.14%	90
2019 Q1	$10.3M	Sell	56,916 -11,000	-16%	-$1.81M	0.13%	92
2018 Q4	$9.51M	Hold	67,916	–	–	0.14%	94
2018 Q3	$11.4M	Hold	67,916	–	–	0.15%	95
2018 Q2	$11.6M	Hold	67,916	–	–	0.16%	90
2018 Q1	$11M	Hold	67,916	–	–	0.15%	90
2017 Q4	$10M	Hold	67,916	–	–	0.15%	99
2017 Q3	$9.46M	Buy	+67,916	New	+$8.93M	0.15%	97

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

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

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

Congress Asset Management's MCO Position: Q2 2026 in Review

Congress Asset Management reduced its Moody's (MCO) stake by 3.8% in Q2 2026, selling an estimated $3.6M and leaving 205,324 shares worth $93M. The position accounts for 0.57% of the portfolio, ranked #67.

Congress Asset Management first reported a position in MCO in Q3 2017 and has held it in 36 quarters since. The position peaked at $113M in Q2 2025. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Congress Asset Management held 205,324 shares of Moody's worth $93M as of Q2 2026.
Congress Asset Management sold 8,007 Moody's shares in Q2 2026, an estimated $3.6M.
Moody's made up 0.57% of Congress Asset Management's portfolio in Q2 2026, its #67 holding.
Congress Asset Management first reported a position in Moody's in Q3 2017 and has held it in 36 quarters since.
Congress Asset Management's Moody's position peaked at $113M in Q2 2025.
193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.