Hamilton Capital’s Moody's MCO Stock Holding History

Hamilton Capital’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	$203K	Buy	446 +4	+0.9%	+$1.94K	0.01%	152
2026 Q2	$200K	Buy	+442	New	+$199K	0.01%	156
2026 Q1	–	Sell	-558	Closed	-$285K	–	166
2025 Q4	$285K	Buy	+558	New	+$272K	0.01%	115
2025 Q2	$260K	Sell	518 -136	-21%	-$63K	0.01%	112
2025 Q1	$305K	Sell	654 -5	-0.8%	-$2.41K	0.02%	95
2024 Q4	$312K	Buy	659 +18	+3%	+$8.59K	0.02%	81
2024 Q3	$291K	Buy	641 +52	+9%	+$24.1K	0.02%	92
2024 Q2	$248K	Sell	589 -53	-8%	-$21.1K	0.02%	100
2024 Q1	$252K	Sell	642 -26	-4%	-$10K	0.02%	114
2023 Q4	$261K	Buy	+668	New	+$232K	0.02%	106

Other funds holding MCO

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HHAA

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Hamilton Capital's MCO Position: Q3 2026 in Review

Hamilton Capital increased its Moody's (MCO) stake by 0.9% in Q3 2026, buying an estimated $1.94K and bringing the position to 446 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #152.

Hamilton Capital first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $312K in Q4 2024. 56 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

Hamilton Capital held 446 shares of Moody's worth $203K as of Q3 2026.
Hamilton Capital bought 4 Moody's shares in Q3 2026, an estimated $1.94K.
Moody's made up 0.01% of Hamilton Capital's portfolio in Q3 2026, its #152 holding.
Hamilton Capital first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
Hamilton Capital's Moody's position peaked at $312K in Q4 2024.
56 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.