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Ferguson Wellman Capital Management’s Moody's MCO Stock Holding History

Ferguson Wellman Capital 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 		$1.57M Sell
3,459
-323
-9% -$145K 0.02% 193
2026
Q1 		$1.65M Buy
3,782
+59
+2% +$27.9K 0.02% 185
2025
Q4 		$1.9M Hold
3,723
– – 0.03% 141
2025
Q3 		$1.77M Hold
3,723
– – 0.03% 146
2025
Q2 		$1.87M Sell
3,723
-12
-0.3% -$5.56K 0.03% 139
2025
Q1 		$1.74M Buy
3,735
+32
+0.9% +$15.4K 0.03% 145
2024
Q4 		$1.75M Sell
3,703
-10
-0.3% -$4.77K 0.03% 145
2024
Q3 		$1.76M Sell
3,713
-315
-8% -$146K 0.03% 146
2024
Q2 		$1.7M Sell
4,028
-135
-3% -$53.7K 0.03% 139
2024
Q1 		$1.64M Sell
4,163
-3
-0.1% -$1.16K 0.03% 150
2023
Q4 		$1.63M Buy
4,166
+3
+0.1% +$1.04K 0.04% 150
2023
Q3 		$1.32M Buy
4,163
+4
+0.1% +$1.36K 0.03% 155
2023
Q2 		$1.45M Sell
4,159
-12
-0.3% -$3.8K 0.03% 161
2023
Q1 		$1.28M Buy
4,171
+10
+0.2% +$3.02K 0.03% 169
2022
Q4 		$1.16M Hold
4,161
– – 0.03% 176
2022
Q3 		$1.01M Buy
4,161
+25
+0.6% +$7.26K 0.04% 158
2022
Q2 		$1.13M Hold
4,136
– – 0.04% 160
2022
Q1 		$1.4M Sell
4,136
-145
-3% -$48.8K 0.04% 161
2021
Q4 		$1.67M Sell
4,281
-9,540
-69% -$3.68M 0.05% 148
2021
Q3 		$4.91M Hold
13,821
– – 0.16% 83
2021
Q2 		$5.01M Sell
13,821
-2,649
-16% -$882K 0.16% 84
2021
Q1 		$4.92M Sell
16,470
-291
-2% -$81.9K 0.17% 82
2020
Q4 		$4.87M Sell
16,761
-180
-1% -$50.3K 0.12% 133
2020
Q3 		$4.91M Buy
16,941
+8,810
+108% +$2.51M 0.14% 125
2020
Q2 		$2.23M Sell
8,131
-70
-0.9% -$17.8K 0.07% 147
2020
Q1 		$1.74M Sell
8,201
-150
-2% -$36.5K 0.07% 159
2019
Q4 		$1.98M Sell
8,351
-112
-1% -$24.9K 0.06% 169
2019
Q3 		$1.73M Hold
8,463
– – 0.06% 168
2019
Q2 		$1.65M Hold
8,463
– – 0.05% 167
2019
Q1 		$1.53M Hold
8,463
– – 0.05% 183
2018
Q4 		$1.19M Hold
8,463
– – 0.05% 196
2018
Q3 		$1.42M Sell
8,463
-337
-4% -$59.3K 0.05% 177
2018
Q2 		$1.5M Hold
8,800
– – 0.05% 179
2018
Q1 		$1.42M Hold
8,800
– – 0.05% 183
2017
Q4 		$1.3M Hold
8,800
– – 0.04% 182
2017
Q3 		$1.23M Hold
8,800
– – 0.04% 178
2017
Q2 		$1.07M Hold
8,800
– – 0.04% 181
2017
Q1 		$986K Hold
8,800
– – 0.04% 182
2016
Q4 		$830K Hold
8,800
– – 0.03% 193
2016
Q3 		$953K Hold
8,800
– – 0.04% 167
2016
Q2 		$825K Hold
8,800
– – 0.03% 182
2016
Q1 		$850K Hold
8,800
– – 0.04% 183
2015
Q4 		$883K Hold
8,800
– – 0.04% 202
2015
Q3 		$864K Hold
8,800
– – 0.04% 202
2015
Q2 		$950K Hold
8,800
– – 0.04% 205
2015
Q1 		$913K Hold
8,800
– – 0.04% 207
2014
Q4 		$843K Hold
8,800
– – 0.03% 213
2014
Q3 		$832K Hold
8,800
– – 0.04% 200
2014
Q2 		$771K Hold
8,800
– – 0.03% 202
2014
Q1 		$698K Sell
8,800
-20
-0.2% -$1.57K 0.03% 206
2013
Q4 		$692K Hold
8,820
– – 0.03% 199
2013
Q3 		$620K Hold
8,820
– – 0.03% 200
2013
Q2 		$537K Buy
+8,820
New +$535K 0.04% 124

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
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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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

Ferguson Wellman Capital Management's MCO Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Moody's (MCO) stake by 8.5% in Q2 2026, selling an estimated $145K and leaving 3,459 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #193.

Ferguson Wellman Capital Management first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.01M in Q2 2021. 398 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Ferguson Wellman Capital Management held 3,459 shares of Moody's worth $1.57M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 323 Moody's shares in Q2 2026, an estimated $145K.
  • Moody's made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #193 holding.
  • Ferguson Wellman Capital Management first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Moody's position peaked at $5.01M in Q2 2021.
  • 398 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.