FMP
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Financial Management Professionals’s Moody's MCO Stock Holding History

Financial Management Professionals’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 		$24.5K Hold
54
– – ﹤0.01% 402
2026
Q1 		$23.6K Hold
54
– – ﹤0.01% 371
2025
Q4 		$27.6K Hold
54
– – ﹤0.01% 333
2025
Q3 		$25.7K Sell
54
-1
-2% -$504 ﹤0.01% 344
2025
Q2 		$27.6K Sell
55
-6
-10% -$2.78K ﹤0.01% 358
2025
Q1 		$28.4K Buy
61
+4
+7% +$1.93K ﹤0.01% 351
2024
Q4 		$27K Hold
57
– – ﹤0.01% 360
2024
Q3 		$27K Buy
57
+5
+10% +$2.32K ﹤0.01% 367
2024
Q2 		$22K Buy
52
+3
+6% +$1.19K ﹤0.01% 367
2024
Q1 		$19K Sell
49
-10
-17% -$3.86K ﹤0.01% 424
2023
Q4 		$23K Hold
59
– – ﹤0.01% 368
2023
Q3 		$19K Hold
59
– – ﹤0.01% 381
2023
Q2 		$21K Buy
59
+2
+4% +$634 ﹤0.01% 399
2023
Q1 		$17K Buy
57
+1
+2% +$302 ﹤0.01% 457
2022
Q4 		$16K Sell
56
-6
-10% -$1.64K ﹤0.01% 410
2022
Q3 		$15K Hold
62
– – ﹤0.01% 403
2022
Q2 		$17K Buy
62
+24
+63% +$7.18K ﹤0.01% 387
2022
Q1 		$13K Buy
38
+2
+6% +$673 ﹤0.01% 465
2021
Q4 		$14K Hold
36
– – ﹤0.01% 422
2021
Q3 		$13K Hold
36
– – ﹤0.01% 425
2021
Q2 		$13K Buy
36
+5
+16% +$1.66K ﹤0.01% 355
2021
Q1 		$9K Hold
31
– – ﹤0.01% 392
2020
Q4 		$9K Hold
31
– – ﹤0.01% 379
2020
Q3 		$9K Hold
31
– – ﹤0.01% 328
2020
Q2 		$9K Buy
+31
New +$7.88K ﹤0.01% 317

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

Financial Management Professionals's MCO Position: Q2 2026 in Review

Financial Management Professionals held its Moody's (MCO) position steady in Q2 2026 at 54 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Financial Management Professionals first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. The position peaked at $28.4K in Q1 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Financial Management Professionals held 54 shares of Moody's worth $24.5K as of Q2 2026.
  • Financial Management Professionals left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #402 holding.
  • Financial Management Professionals first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Moody's position peaked at $28.4K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.