Crown Oak Advisors’s Moody's MCO Stock Holding History

Crown Oak Advisors’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	$7.29M	Sell	16,086 -661	-4%	-$297K	3.39%	11
2026 Q1	$7.31M	Buy	16,747 +298	+2%	+$141K	3.66%	12
2025 Q4	$8.4M	Sell	16,449 -224	-1%	-$109K	3.99%	10
2025 Q3	$8.36M	Hold	16,673	–	–	3.95%	12
2025 Q2	$8.36M	Buy	16,673 +205	+1%	+$95K	3.95%	12
2025 Q1	$7.67M	Buy	16,468 +651	+4%	+$314K	3.87%	13
2024 Q4	$7.49M	Buy	15,817 +1,692	+12%	+$808K	3.85%	13
2024 Q3	$6.7M	Sell	14,125 -836	-6%	-$387K	3.72%	15
2024 Q2	$6.3M	Buy	14,961 +12	+0.1%	+$4.77K	3.56%	14
2024 Q1	$5.88M	Buy	14,949 +202	+1%	+$77.9K	3.23%	15
2023 Q4	$5.76M	Buy	+14,747	New	+$5.13M	3.37%	15

Other funds holding MCO

PAM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Crown Oak Advisors's MCO Position: Q2 2026 in Review

Crown Oak Advisors reduced its Moody's (MCO) stake by 3.9% in Q2 2026, selling an estimated $297K and leaving 16,086 shares worth $7.29M. The position accounts for 3.39% of the portfolio, ranked #11.

Crown Oak Advisors first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.4M in Q4 2025. 714 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Crown Oak Advisors held 16,086 shares of Moody's worth $7.29M as of Q2 2026.
Crown Oak Advisors sold 661 Moody's shares in Q2 2026, an estimated $297K.
Moody's made up 3.39% of Crown Oak Advisors's portfolio in Q2 2026, its #11 holding.
Crown Oak Advisors first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
Crown Oak Advisors's Moody's position peaked at $8.4M in Q4 2025.
714 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.