Ironwood Investment Counsel’s Moody's MCO Stock Holding History

Ironwood Investment Counsel’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	$1.41M	Hold	3,109	–	–	0.18%	108
2026 Q1	$1.36M	Buy	3,109 +1	+0%	+$473	0.2%	105
2025 Q4	$1.59M	Hold	3,108	–	–	0.22%	92
2025 Q3	$1.48M	Hold	3,108	–	–	0.22%	100
2025 Q2	$1.56M	Sell	3,108 -10	-0.3%	-$4.63K	0.24%	88
2025 Q1	$1.45M	Buy	3,118 +14	+0.5%	+$6.75K	0.25%	94
2024 Q4	$1.47M	Hold	3,104	–	–	0.25%	91
2024 Q3	$1.47M	Hold	3,104	–	–	0.25%	96
2024 Q2	$1.31M	Hold	3,104	–	–	0.23%	99
2024 Q1	$1.22M	Hold	3,104	–	–	0.21%	103
2023 Q4	$1.21M	Hold	3,104	–	–	0.23%	103
2023 Q3	$981K	Hold	3,104	–	–	0.21%	107
2023 Q2	$1.08M	Hold	3,104	–	–	0.24%	88
2023 Q1	$950K	Hold	3,104	–	–	0.23%	99
2022 Q4	$865K	Hold	3,104	–	–	0.21%	101
2022 Q3	$754K	Hold	3,104	–	–	0.22%	100
2022 Q2	$844K	Hold	3,104	–	–	0.24%	92
2022 Q1	$1.05M	Hold	3,104	–	–	0.26%	85
2021 Q4	$1.21M	Sell	3,104 -5	-0.2%	-$1.93K	0.28%	79
2021 Q3	$1.1M	Hold	3,109	–	–	0.28%	76
2021 Q2	$1.13M	Hold	3,109	–	–	0.3%	77
2021 Q1	$928K	Hold	3,109	–	–	0.27%	78
2020 Q4	$902K	Sell	3,109 -50	-2%	-$14K	0.2%	97
2020 Q3	$915K	Hold	3,159	–	–	0.25%	90
2020 Q2	$867K	Hold	3,159	–	–	0.26%	89
2020 Q1	$668K	Hold	3,159	–	–	0.26%	84
2019 Q4	$749K	Buy	3,159 +5	+0.2%	+$1.11K	0.26%	82
2019 Q3	$646K	Sell	3,154 -245	-7%	-$51.4K	0.24%	84
2019 Q2	$663K	Buy	3,399 +20	+0.6%	+$3.8K	0.25%	80
2019 Q1	$611K	Hold	3,379	–	–	0.24%	83
2018 Q4	$473K	Hold	3,379	–	–	0.21%	91
2018 Q3	$564K	Sell	3,379 -75	-2%	-$13.2K	0.22%	91
2018 Q2	$589K	Hold	3,454	–	–	0.26%	79
2018 Q1	$557K	Buy	3,454 +225	+7%	+$36.4K	0.25%	78
2017 Q4	$476K	Buy	3,229 +25	+0.8%	+$3.66K	0.18%	93
2017 Q3	$446K	Buy	3,204 +25	+0.8%	+$3.29K	0.18%	92
2017 Q2	$387K	Hold	3,179	–	–	0.15%	114
2017 Q1	$356K	Hold	3,179	–	–	0.15%	116
2016 Q4	$300K	Buy	3,179 +75	+2%	+$7.57K	0.13%	122
2016 Q3	$336K	Hold	3,104	–	–	0.16%	115
2016 Q2	$291K	Hold	3,104	–	–	0.17%	103
2016 Q1	$299K	Hold	3,104	–	–	0.16%	114
2015 Q4	$311K	Hold	3,104	–	–	0.18%	100
2015 Q3	$304K	Hold	3,104	–	–	0.16%	101
2015 Q2	$335K	Hold	3,104	–	–	0.17%	105
2015 Q1	$322K	Hold	3,104	–	–	0.16%	110
2014 Q4	$297K	Hold	3,104	–	–	0.15%	113
2014 Q3	$293K	Hold	3,104	–	–	0.16%	112
2014 Q2	$272K	Hold	3,104	–	–	0.14%	117
2014 Q1	$246K	Hold	3,104	–	–	0.13%	121
2013 Q4	$244K	Buy	+3,104	New	+$227K	0.14%	117

Other funds holding MCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

Ironwood Investment Counsel's MCO Position: Q2 2026 in Review

Ironwood Investment Counsel held its Moody's (MCO) position steady in Q2 2026 at 3,109 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #108.

Ironwood Investment Counsel first reported a position in MCO in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.59M in Q4 2025. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Ironwood Investment Counsel held 3,109 shares of Moody's worth $1.41M as of Q2 2026.
Ironwood Investment Counsel left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.18% of Ironwood Investment Counsel's portfolio in Q2 2026, its #108 holding.
Ironwood Investment Counsel first reported a position in Moody's in Q4 2013 and has held it in 51 quarters since.
Ironwood Investment Counsel's Moody's position peaked at $1.59M in Q4 2025.
773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.