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CWA Asset Management Group’s Moody's MCO Stock Holding History

CWA Asset Management Group’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 		$3.12M Buy
6,900
+388
+6% +$174K 0.1% 213
2026
Q1 		$2.84M Buy
6,512
+3,383
+108% +$1.6M 0.1% 203
2025
Q4 		$1.6M Buy
3,129
+112
+4% +$54.6K 0.06% 279
2025
Q3 		$1.44M Buy
3,017
+83
+3% +$41.8K 0.05% 290
2025
Q2 		$1.47M Sell
2,934
-117
-4% -$54.2K 0.06% 258
2025
Q1 		$1.42M Sell
3,051
-44
-1% -$21.2K 0.07% 235
2024
Q4 		$1.47M Buy
3,095
+74
+2% +$35.3K 0.07% 201
2024
Q3 		$1.43M Buy
+3,021
New +$1.4M 0.08% 191
2024
Q1 		$1.05M Buy
2,659
+460
+21% +$177K 0.06% 219
2023
Q4 		$859K Sell
2,199
-37
-2% -$12.9K 0.06% 182
2023
Q3 		$707K Buy
2,236
+555
+33% +$189K 0.05% 171
2023
Q2 		$585K Buy
1,681
+433
+35% +$137K 0.04% 191
2023
Q1 		$382K Buy
+1,248
New +$377K 0.03% 231
2019
Q4 		– Sell
-1,076
Closed -$221K – 250
2019
Q3 		$221K Hold
1,076
– – 0.04% 192
2019
Q2 		$210K Buy
+1,076
New +$204K 0.04% 209
2016
Q1 		– Sell
-4,957
Closed -$497K – 115
2015
Q4 		$497K Buy
+4,957
New +$497K 0.56% 63

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

CWA Asset Management Group's MCO Position: Q2 2026 in Review

CWA Asset Management Group increased its Moody's (MCO) stake by 6% in Q2 2026, buying an estimated $174K and bringing the position to 6,900 shares worth $3.12M. The position accounts for 0.1% of the portfolio, ranked #213.

CWA Asset Management Group first reported a position in MCO in Q4 2015 and has held it in 16 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • CWA Asset Management Group held 6,900 shares of Moody's worth $3.12M as of Q2 2026.
  • CWA Asset Management Group bought 388 Moody's shares in Q2 2026, an estimated $174K.
  • Moody's made up 0.1% of CWA Asset Management Group's portfolio in Q2 2026, its #213 holding.
  • CWA Asset Management Group first reported a position in Moody's in Q4 2015 and has held it in 16 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.