Howland Capital Management’s Moody's MCO Stock Holding History

Howland Capital Management’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	$474K	Buy	1,046 +1	+0.1%	+$449	0.02%	216
2026 Q1	$456K	Sell	1,045 -8	-0.8%	-$3.78K	0.02%	205
2025 Q4	$538K	Hold	1,053	–	–	0.02%	194
2025 Q3	$502K	Hold	1,053	–	–	0.02%	201
2025 Q2	$528K	Hold	1,053	–	–	0.02%	197
2025 Q1	$490K	Hold	1,053	–	–	0.02%	201
2024 Q4	$498K	Hold	1,053	–	–	0.02%	206
2024 Q3	$500K	Hold	1,053	–	–	0.02%	207
2024 Q2	$443K	Buy	1,053 +40	+4%	+$15.9K	0.02%	199
2024 Q1	$398K	Sell	1,013 -40	-4%	-$15.4K	0.02%	205
2023 Q4	$411K	Buy	1,053 +10	+1%	+$3.48K	0.02%	200
2023 Q3	$330K	Hold	1,043	–	–	0.02%	207
2023 Q2	$363K	Sell	1,043 -5	-0.5%	-$1.58K	0.02%	207
2023 Q1	$321K	Buy	1,048 +5	+0.5%	+$1.51K	0.02%	216
2022 Q4	$291K	Buy	1,043 +5	+0.5%	+$1.37K	0.02%	217
2022 Q3	$252K	Hold	1,038	–	–	0.02%	214
2022 Q2	$282K	Buy	+1,038	New	+$311K	0.02%	205
2021 Q4	–	Sell	-7,000	Closed	-$2.49M	–	243
2021 Q3	$2.49M	Hold	7,000	–	–	0.13%	85
2021 Q2	$2.54M	Hold	7,000	–	–	0.13%	83
2021 Q1	$2.09M	Hold	7,000	–	–	0.12%	88
2020 Q4	$2.03M	Hold	7,000	–	–	0.12%	87
2020 Q3	$2.03M	Hold	7,000	–	–	0.13%	84
2020 Q2	$1.92M	Hold	7,000	–	–	0.14%	83
2020 Q1	$1.48M	Sell	7,000 -5	-0.1%	-$1.22K	0.13%	86
2019 Q4	$1.66M	Sell	7,005 -1	-0%	-$222	0.12%	94
2019 Q3	$1.44M	Buy	7,006 +6	+0.1%	+$1.26K	0.11%	100
2019 Q2	$1.37M	Hold	7,000	–	–	0.11%	97
2019 Q1	$1.27M	Hold	7,000	–	–	0.1%	99
2018 Q4	$980K	Hold	7,000	–	–	0.09%	103
2018 Q3	$1.17M	Hold	7,000	–	–	0.09%	113
2018 Q2	$1.19M	Hold	7,000	–	–	0.1%	113
2018 Q1	$1.13M	Hold	7,000	–	–	0.09%	114
2017 Q4	$1.03M	Hold	7,000	–	–	0.08%	117
2017 Q3	$974K	Hold	7,000	–	–	0.08%	118
2017 Q2	$852K	Hold	7,000	–	–	0.07%	126
2017 Q1	$784K	Hold	7,000	–	–	0.07%	126
2016 Q4	$660K	Hold	7,000	–	–	0.06%	138
2016 Q3	$758K	Hold	7,000	–	–	0.07%	126
2016 Q2	$656K	Sell	7,000 -8	-0.1%	-$773	0.06%	132
2016 Q1	$677K	Buy	7,008 +8	+0.1%	+$719	0.07%	129
2015 Q4	$702K	Hold	7,000	–	–	0.07%	132
2015 Q3	$687K	Hold	7,000	–	–	0.07%	128
2015 Q2	$756K	Hold	7,000	–	–	0.08%	127
2015 Q1	$727K	Hold	7,000	–	–	0.07%	125
2014 Q4	$671K	Hold	7,000	–	–	0.07%	130
2014 Q3	$662K	Hold	7,000	–	–	0.07%	132
2014 Q2	$614K	Hold	7,000	–	–	0.06%	128
2014 Q1	$555K	Hold	7,000	–	–	0.06%	128
2013 Q4	$549K	Sell	7,000 -60	-0.8%	-$4.39K	0.07%	127
2013 Q3	$497K	Buy	+7,060	New	+$463K	0.07%	126

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Howland Capital Management's MCO Position: Q2 2026 in Review

Howland Capital Management increased its Moody's (MCO) stake by 0.1% in Q2 2026, buying an estimated $449 and bringing the position to 1,046 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #216.

Howland Capital Management first reported a position in MCO in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.54M in Q2 2021. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Howland Capital Management held 1,046 shares of Moody's worth $474K as of Q2 2026.
Howland Capital Management bought 1 Moody's share in Q2 2026, an estimated $449.
Moody's made up 0.02% of Howland Capital Management's portfolio in Q2 2026, its #216 holding.
Howland Capital Management first reported a position in Moody's in Q3 2013 and has held it in 50 quarters since.
Howland Capital Management's Moody's position peaked at $2.54M in Q2 2021.
226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.