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D.J. St. Germain’s Moody's MCO Stock Holding History

D.J. St. Germain’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 		$93.8K Sell
207
-130
-39% -$58.4K ﹤0.01% 388
2026
Q1 		$147K Buy
337
+68
+25% +$32.2K 0.01% 325
2025
Q4 		$137K Buy
269
+45
+20% +$22K 0.01% 366
2025
Q3 		$107K Hold
224
– – ﹤0.01% 382
2025
Q2 		$112K Buy
224
+94
+72% +$43.5K ﹤0.01% 367
2025
Q1 		$60.5K Hold
130
– – ﹤0.01% 382
2024
Q4 		$61.5K Hold
130
– – ﹤0.01% 397
2024
Q3 		$61.7K Hold
130
– – ﹤0.01% 372
2024
Q2 		$54.7K Hold
130
– – ﹤0.01% 375
2024
Q1 		$51.1K Hold
130
– – ﹤0.01% 390
2023
Q4 		$50.8K Hold
130
– – ﹤0.01% 385
2023
Q3 		$41.1K Hold
130
– – ﹤0.01% 386
2023
Q2 		$45.2K Buy
+130
New +$41.2K ﹤0.01% 382
2022
Q4 		$36.2K Buy
+130
New +$35.6K 0.01% 186

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

D.J. St. Germain's MCO Position: Q2 2026 in Review

D.J. St. Germain reduced its Moody's (MCO) stake by 39% in Q2 2026, selling an estimated $58.4K and leaving 207 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

D.J. St. Germain first reported a position in MCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $147K in Q1 2026. 251 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • D.J. St. Germain held 207 shares of Moody's worth $93.8K as of Q2 2026.
  • D.J. St. Germain sold 130 Moody's shares in Q2 2026, an estimated $58.4K.
  • Moody's made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #388 holding.
  • D.J. St. Germain first reported a position in Moody's in Q4 2022 and has held it in 14 quarters since.
  • D.J. St. Germain's Moody's position peaked at $147K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.