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Dogwood Wealth Management’s Moody's MCO Stock Holding History

Dogwood Wealth Management’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 		$79.7K Sell
176
-278
-61% -$125K 0.03% 127
2026
Q1 		$198K Buy
454
+420
+1,235% +$199K 0.09% 89
2025
Q4 		$17.4K Buy
34
+11
+48% +$5.37K 0.01% 216
2025
Q3 		$11K Buy
23
+1
+5% +$504 0.01% 265
2025
Q2 		$11K Buy
22
+21
+2,100% +$9.73K 0.01% 253
2025
Q1 		$466 Buy
+1
New +$482 ﹤0.01% 468
2024
Q3 		– Hold
0
– – – 266
2024
Q2 		– Hold
0
– – – 311
2024
Q1 		– Hold
0
– – – 317
2023
Q4 		– Hold
0
– – – 283

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

Dogwood Wealth Management's MCO Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Moody's (MCO) stake by 61% in Q2 2026, selling an estimated $125K and leaving 176 shares worth $79.7K. The position accounts for 0.03% of the portfolio, ranked #127.

Dogwood Wealth Management first reported a position in MCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $198K in Q1 2026. 314 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Dogwood Wealth Management held 176 shares of Moody's worth $79.7K as of Q2 2026.
  • Dogwood Wealth Management sold 278 Moody's shares in Q2 2026, an estimated $125K.
  • Moody's made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Dogwood Wealth Management first reported a position in Moody's in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Moody's position peaked at $198K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.