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Cyndeo Wealth Partners’s Moody's MCO Stock Holding History

Cyndeo Wealth Partners’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 		$556K Sell
1,227
-71
-5% -$31.9K 0.03% 338
2026
Q1 		$566K Buy
1,298
+108
+9% +$51.1K 0.03% 306
2025
Q4 		$608K Buy
1,190
+472
+66% +$230K 0.03% 296
2025
Q3 		$342K Buy
718
+1
+0.1% +$504 0.02% 371
2025
Q2 		$360K Buy
717
+4
+0.6% +$1.85K 0.02% 352
2025
Q1 		$332K Sell
713
-10
-1% -$4.82K 0.02% 353
2024
Q4 		$342K Hold
723
– – 0.02% 351
2024
Q3 		$343K Buy
723
+52
+8% +$24.1K 0.02% 349
2024
Q2 		$282K Buy
671
+1
+0.1% +$398 0.02% 341
2024
Q1 		$263K Sell
670
-1
-0.1% -$386 0.02% 336
2023
Q4 		$262K Buy
671
+13
+2% +$4.52K 0.02% 321
2023
Q3 		$208K Buy
658
+2
+0.3% +$680 0.02% 321
2023
Q2 		$228K Buy
+656
New +$208K 0.02% 299

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

Cyndeo Wealth Partners's MCO Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Moody's (MCO) stake by 5.5% in Q2 2026, selling an estimated $31.9K and leaving 1,227 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #338.

Cyndeo Wealth Partners first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $608K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Cyndeo Wealth Partners held 1,227 shares of Moody's worth $556K as of Q2 2026.
  • Cyndeo Wealth Partners sold 71 Moody's shares in Q2 2026, an estimated $31.9K.
  • Moody's made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #338 holding.
  • Cyndeo Wealth Partners first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
  • Cyndeo Wealth Partners's Moody's position peaked at $608K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.