CI
MCO icon

CX Institutional’s Moody's MCO Stock Holding History

CX Institutional’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
Q3 		$553K Buy
1,217
+72
+6% +$34.9K 0.02% 447
2026
Q2 		$519K Buy
1,145
+38
+3% +$17.1K 0.02% 468
2026
Q1 		$483K Sell
1,107
-140
-11% -$66.2K 0.01% 468
2025
Q4 		$637K Buy
1,247
+26
+2% +$12.7K 0.02% 361
2025
Q3 		$582K Sell
1,221
-14
-1% -$7.06K 0.02% 395
2025
Q2 		$620K Buy
1,235
+159
+15% +$73.6K 0.02% 332
2025
Q1 		$501K Sell
1,076
-37
-3% -$17.8K 0.02% 359
2024
Q4 		$527K Buy
1,113
+25
+2% +$11.9K 0.02% 337
2024
Q3 		$516K Buy
1,088
+4
+0.4% +$1.85K 0.02% 365
2024
Q2 		$456K Sell
1,084
-11
-1% -$4.38K 0.02% 381
2024
Q1 		$430K Sell
1,095
-16
-1% -$6.17K 0.02% 383
2023
Q4 		$434K Sell
1,111
-30
-3% -$10.4K 0.02% 344
2023
Q3 		$361K Sell
1,141
-8
-0.7% -$2.72K 0.02% 366
2023
Q2 		$400K Buy
1,149
+254
+28% +$80.5K 0.02% 375
2023
Q1 		$273K Buy
895
+165
+23% +$49.9K 0.01% 426
2022
Q4 		$203K Buy
+730
New +$200K 0.01% 496
2022
Q3 		– Sell
-168
Closed -$46K – 868
2022
Q2 		$46K Buy
+168
New +$50.3K ﹤0.01% 692
2021
Q4 		– Sell
-1,358
Closed -$482K – 691
2021
Q3 		$482K Sell
1,358
-4,967
-79% -$1.87M 0.04% 266
2021
Q2 		$2.29M Sell
6,325
-264
-4% -$87.9K 0.19% 133
2021
Q1 		$1.97M Buy
6,589
+6,347
+2,623% +$1.79M 0.18% 148
2020
Q4 		$70K Buy
242
+79
+48% +$22.1K 0.01% 399
2020
Q3 		$47K Buy
163
+41
+34% +$11.7K 0.01% 391
2020
Q2 		$34K Buy
122
+72
+144% +$18.3K ﹤0.01% 373
2020
Q1 		$11K Sell
50
-2
-4% -$486 ﹤0.01% 442
2019
Q4 		$12K Hold
52
– – ﹤0.01% 413
2019
Q3 		$11K Buy
52
+4
+8% +$838 ﹤0.01% 453
2019
Q2 		$9K Buy
48
+7
+17% +$1.33K ﹤0.01% 506
2019
Q1 		$7K Buy
+41
New +$6.74K ﹤0.01% 496

Other funds holding MCO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

CX Institutional's MCO Position: Q3 2026 in Review

CX Institutional increased its Moody's (MCO) stake by 6.3% in Q3 2026, buying an estimated $34.9K and bringing the position to 1,217 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #447.

CX Institutional first reported a position in MCO in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.29M in Q2 2021. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • CX Institutional held 1,217 shares of Moody's worth $553K as of Q3 2026.
  • CX Institutional bought 72 Moody's shares in Q3 2026, an estimated $34.9K.
  • Moody's made up 0.02% of CX Institutional's portfolio in Q3 2026, its #447 holding.
  • CX Institutional first reported a position in Moody's in Q1 2019 and has held it in 28 quarters since.
  • CX Institutional's Moody's position peaked at $2.29M in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.