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Cromwell Holdings’s Moody's MCO Stock Holding History

Cromwell Holdings’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 		$206K Buy
455
+92
+25% +$41.3K 0.09% 202
2026
Q1 		$158K Hold
363
– – 0.09% 227
2025
Q4 		$185K Buy
363
+20
+6% +$9.76K 0.1% 194
2025
Q3 		$163K Hold
343
– – 0.09% 216
2025
Q2 		$172K Sell
343
-128
-27% -$59.3K 0.1% 195
2025
Q1 		$219K Hold
471
– – 0.14% 139
2024
Q4 		$223K Hold
471
– – 0.13% 142
2024
Q3 		$224K Buy
471
+128
+37% +$59.3K 0.14% 141
2024
Q2 		$144K Buy
+343
New +$136K 0.09% 204

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

Cromwell Holdings's MCO Position: Q2 2026 in Review

Cromwell Holdings increased its Moody's (MCO) stake by 25% in Q2 2026, buying an estimated $41.3K and bringing the position to 455 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #202.

Cromwell Holdings first reported a position in MCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $224K in Q3 2024. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cromwell Holdings held 455 shares of Moody's worth $206K as of Q2 2026.
  • Cromwell Holdings bought 92 Moody's shares in Q2 2026, an estimated $41.3K.
  • Moody's made up 0.09% of Cromwell Holdings's portfolio in Q2 2026, its #202 holding.
  • Cromwell Holdings first reported a position in Moody's in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Moody's position peaked at $224K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.