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Diversified Trust’s Moody's MCO Stock Holding History

Diversified Trust’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 		$488K Sell
1,077
-2,446
-69% -$1.1M 0.01% 762
2026
Q1 		$1.54M Sell
3,523
-3,424
-49% -$1.62M 0.03% 331
2025
Q4 		$3.55M Sell
6,947
-24
-0.3% -$11.7K 0.07% 154
2025
Q3 		$3.32M Buy
6,971
+904
+15% +$456K 0.07% 162
2025
Q2 		$3.04M Sell
6,067
-7
-0.1% -$3.24K 0.07% 161
2025
Q1 		$2.83M Buy
6,074
+1,129
+23% +$544K 0.07% 157
2024
Q4 		$2.34M Sell
4,945
-59
-1% -$28.2K 0.06% 195
2024
Q3 		$2.37M Buy
5,004
+25
+0.5% +$11.6K 0.06% 203
2024
Q2 		$2.1M Buy
4,979
+209
+4% +$83.2K 0.06% 196
2024
Q1 		$1.87M Sell
4,770
-29
-0.6% -$11.2K 0.06% 206
2023
Q4 		$1.87M Buy
4,799
+1,363
+40% +$474K 0.06% 181
2023
Q3 		$1.09M Buy
3,436
+1,183
+53% +$402K 0.04% 246
2023
Q2 		$783K Buy
+2,253
New +$714K 0.03% 340
2022
Q2 		– Sell
-621
Closed -$210K – 817
2022
Q1 		$210K Sell
621
-728
-54% -$245K 0.01% 738
2021
Q4 		$527K Hold
1,349
– – 0.02% 447
2021
Q3 		$479K Buy
+1,349
New +$508K 0.02% 415
2021
Q1 		– Sell
-1,975
Closed -$573K – 819
2020
Q4 		$573K Buy
1,975
+84
+4% +$23.5K 0.02% 308
2020
Q3 		$548K Buy
1,891
+307
+19% +$87.6K 0.03% 293
2020
Q2 		$435K Buy
1,584
+336
+27% +$85.4K 0.02% 284
2020
Q1 		$264K Buy
+1,248
New +$303K 0.02% 314

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Diversified Trust's MCO Position: Q2 2026 in Review

Diversified Trust reduced its Moody's (MCO) stake by 69% in Q2 2026, selling an estimated $1.1M and leaving 1,077 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #762.

Diversified Trust first reported a position in MCO in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.55M in Q4 2025. 231 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Diversified Trust held 1,077 shares of Moody's worth $488K as of Q2 2026.
  • Diversified Trust sold 2,446 Moody's shares in Q2 2026, an estimated $1.1M.
  • Moody's made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #762 holding.
  • Diversified Trust first reported a position in Moody's in Q1 2020 and has held it in 20 quarters since.
  • Diversified Trust's Moody's position peaked at $3.55M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.