Donaldson Capital Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.3M | Buy |
31,506
+1,720
| +6% | +$772K | 0.41% | 49 |
|
|
2026
Q1 | $13M | Buy |
29,786
+780
| +3% | +$369K | 0.42% | 42 |
|
|
2025
Q4 | $14.8M | Buy |
29,006
+2,102
| +8% | +$1.03M | 0.47% | 40 |
|
|
2025
Q3 | $12.8M | Buy |
26,904
+2,899
| +12% | +$1.46M | 0.41% | 41 |
|
|
2025
Q2 | $12M | Sell |
24,005
-318
| -1% | -$147K | 0.44% | 43 |
|
|
2025
Q1 | $11.3M | Buy |
24,323
+1,291
| +6% | +$622K | 0.43% | 41 |
|
|
2024
Q4 | $10.9M | Buy |
23,032
+713
| +3% | +$340K | 0.42% | 43 |
|
|
2024
Q3 | $10.6M | Buy |
22,319
+582
| +3% | +$270K | 0.41% | 39 |
|
|
2024
Q2 | $9.15M | Buy |
21,737
+6,035
| +38% | +$2.4M | 0.38% | 41 |
|
|
2024
Q1 | $6.17M | Buy |
15,702
+541
| +4% | +$209K | 0.26% | 52 |
|
|
2023
Q4 | $5.92M | Buy |
15,161
+7
| +0% | +$2.43K | 0.27% | 51 |
|
|
2023
Q3 | $4.79M | Buy |
15,154
+179
| +1% | +$60.9K | 0.23% | 55 |
|
|
2023
Q2 | $5.21M | Sell |
14,975
-602
| -4% | -$191K | 0.24% | 54 |
|
|
2023
Q1 | $4.77M | Buy |
15,577
+547
| +4% | +$165K | 0.23% | 58 |
|
|
2022
Q4 | $4.19M | Sell |
15,030
-384
| -2% | -$105K | 0.2% | 63 |
|
|
2022
Q3 | $3.75M | Buy |
15,414
+119
| +0.8% | +$34.6K | 0.21% | 63 |
|
|
2022
Q2 | $4.16M | Sell |
15,295
-3,918
| -20% | -$1.17M | 0.21% | 58 |
|
|
2022
Q1 | $6.48M | Sell |
19,213
-2,120
| -10% | -$713K | 0.3% | 54 |
|
|
2021
Q4 | $8.33M | Buy |
21,333
+995
| +5% | +$384K | 0.37% | 50 |
|
|
2021
Q3 | $7.22M | Buy |
20,338
+838
| +4% | +$316K | 0.36% | 55 |
|
|
2021
Q2 | $7.07M | Buy |
19,500
+1,373
| +8% | +$457K | 0.36% | 56 |
|
|
2021
Q1 | $5.41M | Sell |
18,127
-673
| -4% | -$190K | 0.3% | 57 |
|
|
2020
Q4 | $5.46M | Buy |
18,800
+5
| +0% | +$1.4K | 0.32% | 56 |
|
|
2020
Q3 | $5.45M | Sell |
18,795
-1,110
| -6% | -$317K | 0.37% | 49 |
|
|
2020
Q2 | $5.47M | Sell |
19,905
-4,170
| -17% | -$1.06M | 0.4% | 46 |
|
|
2020
Q1 | $5.09M | Sell |
24,075
-659
| -3% | -$160K | 0.44% | 45 |
|
|
2019
Q4 | $5.87M | Sell |
24,734
-286
| -1% | -$63.6K | 0.4% | 48 |
|
|
2019
Q3 | $5.13M | Sell |
25,020
-477
| -2% | -$100K | 0.38% | 48 |
|
|
2019
Q2 | $4.98M | Buy |
25,497
+1,389
| +6% | +$264K | 0.41% | 43 |
|
|
2019
Q1 | $4.37M | Sell |
24,108
-424
| -2% | -$69.7K | 0.39% | 42 |
|
|
2018
Q4 | $3.44M | Sell |
24,532
-3,283
| -12% | -$495K | 0.35% | 44 |
|
|
2018
Q3 | $4.65M | Buy |
27,815
+1,048
| +4% | +$184K | 0.41% | 42 |
|
|
2018
Q2 | $4.57M | Buy |
26,767
+1,077
| +4% | +$182K | 0.44% | 38 |
|
|
2018
Q1 | $4.14M | Buy |
25,690
+1,708
| +7% | +$277K | 0.41% | 42 |
|
|
2017
Q4 | $3.54M | Buy |
23,982
+1,855
| +8% | +$272K | 0.35% | 48 |
|
|
2017
Q3 | $3.08M | Buy |
22,127
+1,507
| +7% | +$198K | 0.32% | 49 |
|
|
2017
Q2 | $2.51M | Buy |
20,620
+4,860
| +31% | +$569K | 0.28% | 50 |
|
|
2017
Q1 | $1.77M | Buy |
+15,760
| New | +$1.69M | 0.21% | 54 |
|
Other funds holding MCO
Donaldson Capital Management's MCO Position: Q2 2026 in Review
Donaldson Capital Management increased its Moody's (MCO) stake by 5.8% in Q2 2026, buying an estimated $772K and bringing the position to 31,506 shares worth $14.3M. The position accounts for 0.41% of the portfolio, ranked #49.
Donaldson Capital Management first reported a position in MCO in Q1 2017 and has held it in 38 quarters since. The position peaked at $14.8M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Donaldson Capital Management held 31,506 shares of Moody's worth $14.3M as of Q2 2026.
- Donaldson Capital Management bought 1,720 Moody's shares in Q2 2026, an estimated $772K.
- Moody's made up 0.41% of Donaldson Capital Management's portfolio in Q2 2026, its #49 holding.
- Donaldson Capital Management first reported a position in Moody's in Q1 2017 and has held it in 38 quarters since.
- Donaldson Capital Management's Moody's position peaked at $14.8M in Q4 2025.
- 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.