Cross Staff Investments’s Moody's MCO Stock Holding History

Cross Staff Investments’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	$549K	Buy	1,213 +1	+0.1%	+$449	0.31%	78
2026 Q1	$529K	Hold	1,212	–	–	0.27%	76
2025 Q4	$619K	Hold	1,212	–	–	0.34%	70
2025 Q3	$577K	Buy	1,212 +50	+4%	+$25.2K	0.4%	72
2025 Q2	$583K	Hold	1,162	–	–	0.43%	69
2025 Q1	$541K	Hold	1,162	–	–	0.41%	68
2024 Q4	$550K	Hold	1,162	–	–	0.38%	68
2024 Q3	$551K	Buy	1,162 +100	+9%	+$46.3K	0.43%	67
2024 Q2	$447K	Hold	1,062	–	–	0.37%	72
2024 Q1	$417K	Sell	1,062 -100	-9%	-$38.6K	0.35%	81
2023 Q4	$454K	Buy	1,162 +62	+6%	+$21.5K	0.4%	67
2023 Q3	$348K	Hold	1,100	–	–	0.34%	83
2023 Q2	$382K	Buy	1,100 +100	+10%	+$31.7K	0.35%	81
2023 Q1	$306K	Sell	1,000 -200	-17%	-$60.4K	0.3%	91
2022 Q4	$334K	Hold	1,200	–	–	0.35%	88
2022 Q3	$292K	Hold	1,200	–	–	0.33%	91
2022 Q2	$326K	Hold	1,200	–	–	0.36%	85
2022 Q1	$405K	Hold	1,200	–	–	0.38%	76
2021 Q4	$489K	Buy	+1,200	New	+$463K	0.44%	70

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cross Staff Investments's MCO Position: Q2 2026 in Review

Cross Staff Investments increased its Moody's (MCO) stake by 0.08% in Q2 2026, buying an estimated $449 and bringing the position to 1,213 shares worth $549K. The position accounts for 0.31% of the portfolio, ranked #78.

Cross Staff Investments first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $619K in Q4 2025. 545 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Cross Staff Investments held 1,213 shares of Moody's worth $549K as of Q2 2026.
Cross Staff Investments bought 1 Moody's share in Q2 2026, an estimated $449.
Moody's made up 0.31% of Cross Staff Investments's portfolio in Q2 2026, its #78 holding.
Cross Staff Investments first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Moody's position peaked at $619K in Q4 2025.
545 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.