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HM Payson & Co’s Moody's MCO Stock Holding History

HM Payson & Co’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 		$1.51M Hold
3,326
– – 0.02% 196
2026
Q1 		$1.45M Hold
3,326
– – 0.02% 189
2025
Q4 		$1.7M Hold
3,326
– – 0.02% 170
2025
Q3 		$1.58M Hold
3,326
– – 0.02% 174
2025
Q2 		$1.67M Sell
3,326
-132
-4% -$61.1K 0.03% 158
2025
Q1 		$1.61M Hold
3,458
– – 0.03% 161
2024
Q4 		$1.64M Buy
3,458
+275
+9% +$131K 0.03% 165
2024
Q3 		$1.51M Buy
3,183
+1
+0% +$463 0.03% 179
2024
Q2 		$1.34M Hold
3,182
– – 0.02% 183
2024
Q1 		$1.25M Hold
3,182
– – 0.02% 191
2023
Q4 		$1.24M Buy
3,182
+320
+11% +$111K 0.03% 184
2023
Q3 		$905K Buy
2,862
+35
+1% +$11.9K 0.02% 209
2023
Q2 		$983K Hold
2,827
– – 0.02% 198
2023
Q1 		$865K Hold
2,827
– – 0.02% 201
2022
Q4 		$788K Sell
2,827
-185
-6% -$50.6K 0.02% 205
2022
Q3 		$732K Sell
3,012
-1
-0% -$291 0.02% 206
2022
Q2 		$819K Sell
3,013
-29
-1% -$8.68K 0.02% 206
2022
Q1 		$1.03M Sell
3,042
-195
-6% -$65.6K 0.02% 202
2021
Q4 		$1.26M Sell
3,237
-12
-0.4% -$4.63K 0.03% 190
2021
Q3 		$1.15M Hold
3,249
– – 0.03% 192
2021
Q2 		$1.18M Hold
3,249
– – 0.03% 198
2021
Q1 		$970K Sell
3,249
-26
-0.8% -$7.32K 0.03% 210
2020
Q4 		$951K Hold
3,275
– – 0.03% 213
2020
Q3 		$949K Buy
3,275
+12
+0.4% +$3.42K 0.03% 195
2020
Q2 		$896K Sell
3,263
-65
-2% -$16.5K 0.03% 192
2020
Q1 		$704K Hold
3,328
– – 0.03% 192
2019
Q4 		$790K Hold
3,328
– – 0.03% 226
2019
Q3 		$682K Buy
3,328
+618
+23% +$130K 0.02% 232
2019
Q2 		$529K Buy
+2,710
New +$514K 0.02% 263
2018
Q4 		– Sell
-2,910
Closed -$487K – 256
2018
Q3 		$487K Sell
2,910
-66,094
-96% -$11.6M 0.02% 228
2018
Q2 		$11.8M Buy
69,004
+27
+0% +$4.57K 0.5% 55
2018
Q1 		$11.1M Buy
68,977
+8
+0% +$1.29K 0.46% 58
2017
Q4 		$10.2M Sell
68,969
-842
-1% -$123K 0.41% 66
2017
Q3 		$9.72M Hold
69,811
– – 0.42% 62
2017
Q2 		$8.49M Hold
69,811
– – 0.38% 65
2017
Q1 		$7.82M Hold
69,811
– – 0.36% 70
2016
Q4 		$6.58M Sell
69,811
-1,350
-2% -$136K 0.31% 78
2016
Q3 		$7.71M Sell
71,161
-97
-0.1% -$10.2K 0.38% 68
2016
Q2 		$6.68M Sell
71,258
-179
-0.3% -$17.3K 0.33% 71
2016
Q1 		$6.9M Sell
71,437
-6,614
-8% -$594K 0.36% 68
2015
Q4 		$7.83M Hold
78,051
– – 0.4% 67
2015
Q3 		$7.67M Sell
78,051
-5,106
-6% -$543K 0.42% 65
2015
Q2 		$8.98M Sell
83,157
-2,692
-3% -$290K 0.45% 65
2015
Q1 		$8.91M Sell
85,849
-1,000
-1% -$96.6K 0.45% 67
2014
Q4 		$8.32M Hold
86,849
– – 0.41% 71
2014
Q3 		$8.21M Sell
86,849
-112
-0.1% -$10.3K 0.42% 72
2014
Q2 		$7.62M Sell
86,961
-4,937
-5% -$407K 0.39% 75
2014
Q1 		$7.29M Sell
91,898
-200
-0.2% -$15.7K 0.39% 77
2013
Q4 		$7.23M Sell
92,098
-1,537
-2% -$113K 0.39% 74
2013
Q3 		$6.58M Sell
93,635
-2,265
-2% -$149K 0.38% 75
2013
Q2 		$5.84M Buy
+95,900
New +$5.82M 0.35% 73

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

HM Payson & Co's MCO Position: Q2 2026 in Review

HM Payson & Co held its Moody's (MCO) position steady in Q2 2026 at 3,326 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #196.

HM Payson & Co first reported a position in MCO in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.8M in Q2 2018. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • HM Payson & Co held 3,326 shares of Moody's worth $1.51M as of Q2 2026.
  • HM Payson & Co left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #196 holding.
  • HM Payson & Co first reported a position in Moody's in Q2 2013 and has held it in 51 quarters since.
  • HM Payson & Co's Moody's position peaked at $11.8M in Q2 2018.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.