Coston McIsaac & Partners’s Moody's MCO Stock Holding History

Coston McIsaac & 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 Q2	$80K	Hold	177	–	–	0.02%	262
2026 Q1	$77K	Hold	177	–	–	0.02%	256
2025 Q4	$90K	Sell	177 -4	-2%	-$1.95K	0.02%	239
2025 Q3	$86K	Hold	181	–	–	0.02%	240
2025 Q2	$90K	Hold	181	–	–	0.02%	227
2025 Q1	$84K	Hold	181	–	–	0.02%	213
2024 Q4	$85K	Hold	181	–	–	0.03%	208
2024 Q3	$85K	Hold	181	–	–	0.02%	208
2024 Q2	$76K	Hold	181	–	–	0.02%	210
2024 Q1	$71K	Sell	181 -52	-22%	-$20.1K	0.02%	219
2023 Q4	$91K	Buy	233 +1	+0.4%	+$348	0.03%	183
2023 Q3	$73K	Hold	232	–	–	0.03%	201
2023 Q2	$80K	Buy	232 +1	+0.4%	+$317	0.03%	201
2023 Q1	$70K	Hold	231	–	–	0.03%	217
2022 Q4	$64K	Buy	231 +1	+0.4%	+$274	0.02%	235
2022 Q3	$56K	Hold	230	–	–	0.03%	201
2022 Q2	$63K	Buy	+230	New	+$68.8K	0.04%	120

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coston McIsaac & Partners's MCO Position: Q2 2026 in Review

Coston McIsaac & Partners held its Moody's (MCO) position steady in Q2 2026 at 177 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #262.

Coston McIsaac & Partners first reported a position in MCO in Q2 2022 and has held it in 17 quarters since. The position peaked at $91K in Q4 2023. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Coston McIsaac & Partners held 177 shares of Moody's worth $80K as of Q2 2026.
Coston McIsaac & Partners left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.02% of Coston McIsaac & Partners's portfolio in Q2 2026, its #262 holding.
Coston McIsaac & Partners first reported a position in Moody's in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Moody's position peaked at $91K in Q4 2023.
1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.