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GHP Investment Advisors’s Moody's MCO Stock Holding History

GHP Investment Advisors’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 		$15.7M Sell
34,662
-1,511
-4% -$679K 0.58% 55
2026
Q1 		$15.8M Sell
36,173
-685
-2% -$324K 0.65% 44
2025
Q4 		$18.8M Sell
36,858
-232
-0.6% -$113K 0.77% 33
2025
Q3 		$17.7M Sell
37,090
-113
-0.3% -$57K 0.74% 39
2025
Q2 		$18.7M Buy
37,203
+500
+1% +$232K 0.83% 31
2025
Q1 		$17.1M Sell
36,703
-336
-0.9% -$162K 0.82% 26
2024
Q4 		$17.5M Sell
37,039
-547
-1% -$261K 0.82% 25
2024
Q3 		$17.8M Sell
37,586
-535
-1% -$248K 0.82% 24
2024
Q2 		$16M Sell
38,121
-968
-2% -$385K 0.8% 25
2024
Q1 		$15.4M Sell
39,089
-1,117
-3% -$431K 0.76% 30
2023
Q4 		$15.7M Buy
40,206
+39
+0.1% +$13.6K 0.85% 23
2023
Q3 		$12.7M Buy
40,167
+59
+0.1% +$20.1K 0.77% 27
2023
Q2 		$13.5M Buy
40,108
+1,025
+3% +$325K 0.79% 27
2023
Q1 		$12M Sell
39,083
-466
-1% -$141K 0.76% 23
2022
Q4 		$11M Sell
39,549
-648
-2% -$177K 0.75% 26
2022
Q3 		$9.77M Buy
40,197
+620
+2% +$180K 0.75% 23
2022
Q2 		$10.8M Buy
39,577
+448
+1% +$134K 0.8% 21
2022
Q1 		$13.2M Buy
39,129
+142
+0.4% +$47.8K 0.87% 21
2021
Q4 		$15.2M Buy
38,987
+81
+0.2% +$31.2K 1.08% 17
2021
Q3 		$13.8M Buy
38,906
+181
+0.5% +$68.2K 1.09% 17
2021
Q2 		$14M Buy
38,725
+539
+1% +$179K 1.13% 17
2021
Q1 		$11.4M Buy
38,186
+972
+3% +$274K 0.99% 21
2020
Q4 		$10.8M Buy
37,214
+976
+3% +$273K 1.03% 20
2020
Q3 		$10.5M Buy
36,238
+1,402
+4% +$400K 1.19% 15
2020
Q2 		$9.57M Buy
34,836
+3,058
+10% +$777K 1.19% 14
2020
Q1 		$6.72M Buy
31,778
+1,100
+4% +$267K 1.01% 20
2019
Q4 		$7.28M Buy
30,678
+776
+3% +$172K 0.78% 32
2019
Q3 		$6.13M Buy
29,902
+1,433
+5% +$300K 0.76% 34
2019
Q2 		$5.56M Buy
28,469
+417
+1% +$79.1K 0.68% 39
2019
Q1 		$5.08M Buy
28,052
+674
+2% +$111K 0.65% 45
2018
Q4 		$3.83M Sell
27,378
-92
-0.3% -$13.9K 0.58% 55
2018
Q3 		$4.59M Buy
27,470
+1,323
+5% +$233K 0.61% 46
2018
Q2 		$4.46M Buy
26,147
+43
+0.2% +$7.28K 0.63% 45
2018
Q1 		$4.21M Sell
26,104
-37
-0.1% -$5.99K 0.6% 46
2017
Q4 		$3.86M Buy
26,141
+30
+0.1% +$4.4K 0.55% 52
2017
Q3 		$3.63M Sell
26,111
-372
-1% -$48.9K 0.55% 48
2017
Q2 		$3.22M Buy
26,483
+199
+0.8% +$23.3K 0.51% 55
2017
Q1 		$2.94M Buy
26,284
+104
+0.4% +$11.2K 0.51% 57
2016
Q4 		$2.47M Buy
26,180
+637
+2% +$64.3K 0.46% 66
2016
Q3 		$2.77M Buy
25,543
+129
+0.5% +$13.6K 0.56% 48
2016
Q2 		$2.38M Buy
25,414
+57
+0.2% +$5.51K 0.51% 48
2016
Q1 		$2.45M Buy
25,357
+1,005
+4% +$90.3K 0.55% 47
2015
Q4 		$2.44M Buy
24,352
+1,551
+7% +$155K 0.59% 38
2015
Q3 		$2.24M Buy
22,801
+1,094
+5% +$116K 0.58% 40
2015
Q2 		$2.43M Buy
21,707
+2,015
+10% +$217K 0.6% 36
2015
Q1 		$2.04M Buy
19,692
+975
+5% +$94.2K 0.54% 44
2014
Q4 		$1.79M Buy
18,717
+414
+2% +$40.1K 0.49% 47
2014
Q3 		$1.73M Buy
18,303
+294
+2% +$26.9K 0.51% 42
2014
Q2 		$1.58M Buy
18,009
+795
+5% +$65.5K 0.47% 43
2014
Q1 		$1.36M Buy
17,214
+904
+6% +$70.8K 0.44% 45
2013
Q4 		$1.28M Sell
16,310
-231
-1% -$16.9K 0.42% 49
2013
Q3 		$1.16M Buy
16,541
+4
+0% +$262 0.42% 45
2013
Q2 		$1.01M Buy
+16,537
New +$1M 0.4% 52

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

GHP Investment Advisors's MCO Position: Q2 2026 in Review

GHP Investment Advisors reduced its Moody's (MCO) stake by 4.2% in Q2 2026, selling an estimated $679K and leaving 34,662 shares worth $15.7M. The position accounts for 0.58% of the portfolio, ranked #55.

GHP Investment Advisors first reported a position in MCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.8M in Q4 2025. 215 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • GHP Investment Advisors held 34,662 shares of Moody's worth $15.7M as of Q2 2026.
  • GHP Investment Advisors sold 1,511 Moody's shares in Q2 2026, an estimated $679K.
  • Moody's made up 0.58% of GHP Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • GHP Investment Advisors first reported a position in Moody's in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's Moody's position peaked at $18.8M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.