General Partner Inc’s Moody's MCO Stock Holding History

General Partner Inc’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 Q3	$1.16M	Sell	2,545 -300	-11%	-$146K	0.62%	40
2026 Q2	$1.29M	Sell	2,845 -250	-8%	-$112K	0.69%	36
2026 Q1	$1.35M	Sell	3,095 -200	-6%	-$94.6K	0.82%	33
2025 Q4	$1.68M	Hold	3,295	–	–	0.95%	29
2025 Q3	$1.57M	Sell	3,295 -150	-4%	-$75.6K	0.86%	34
2025 Q2	$1.73M	Hold	3,445	–	–	1.01%	26
2025 Q1	$1.6M	Sell	3,445 -250	-7%	-$120K	1.05%	26
2024 Q4	$1.75M	Sell	3,695 -500	-12%	-$239K	1.05%	24
2024 Q3	$1.99M	Sell	4,195 -850	-17%	-$394K	1.24%	19
2024 Q2	$2.12M	Sell	5,045 -446	-8%	-$177K	1.36%	20
2024 Q1	$2.16M	Hold	5,491	–	–	1.36%	20
2023 Q4	$2.1M	Hold	5,491	–	–	1.76%	14
2023 Q3	$1.72M	Sell	5,491 -300	-5%	-$102K	1.54%	17
2023 Q2	$2.01M	Sell	5,791 -500	-8%	-$159K	1.68%	14
2023 Q1	$1.88M	Hold	6,291	–	–	1.65%	14
2022 Q4	$1.75M	Buy	+6,291	New	+$1.72M	1.61%	15

Other funds holding MCO

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

General Partner Inc's MCO Position: Q3 2026 in Review

General Partner Inc reduced its Moody's (MCO) stake by 11% in Q3 2026, selling an estimated $146K and leaving 2,545 shares worth $1.16M. The position accounts for 0.62% of the portfolio, ranked #40.

General Partner Inc first reported a position in MCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.16M in Q1 2024. 299 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

General Partner Inc held 2,545 shares of Moody's worth $1.16M as of Q3 2026.
General Partner Inc sold 300 Moody's shares in Q3 2026, an estimated $146K.
Moody's made up 0.62% of General Partner Inc's portfolio in Q3 2026, its #40 holding.
General Partner Inc first reported a position in Moody's in Q4 2022 and has held it in 16 quarters since.
General Partner Inc's Moody's position peaked at $2.16M in Q1 2024.
299 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.