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Legacy Advisors’s Moody's MCO Stock Holding History

Legacy 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 		$307K Buy
678
+95
+16% +$42.7K 0.03% 235
2026
Q1 		$254K Sell
583
-208
-26% -$98.4K 0.03% 230
2025
Q4 		$404K Buy
791
+61
+8% +$29.8K 0.04% 189
2025
Q3 		$348K Buy
+730
New +$368K 0.04% 184
2025
Q2 		– Sell
-5,110
Closed -$2.38M – 244
2025
Q1 		$2.38M Buy
5,110
+11
+0.2% +$5.3K 0.24% 78
2024
Q4 		$2.41M Buy
5,099
+3,254
+176% +$1.55M 0.23% 70
2024
Q3 		$876K Buy
1,845
+39
+2% +$18.1K 0.09% 173
2024
Q2 		$760K Sell
1,806
-438
-20% -$174K 0.09% 161
2024
Q1 		$882K Sell
2,244
-771
-26% -$297K 0.11% 147
2023
Q4 		$1.18M Sell
3,015
-1,094
-27% -$380K 0.15% 115
2023
Q3 		$1.3M Buy
4,109
+137
+3% +$46.6K 0.21% 100
2023
Q2 		$1.38M Buy
3,972
+592
+18% +$188K 0.21% 89
2023
Q1 		$1.03M Buy
3,380
+452
+15% +$137K 0.19% 94
2022
Q4 		$816K Buy
2,928
+531
+22% +$145K 0.15% 101
2022
Q3 		$583K Buy
2,397
+528
+28% +$153K 0.13% 104
2022
Q2 		$508K Buy
1,869
+708
+61% +$212K 0.11% 119
2022
Q1 		$392K Buy
+1,161
New +$390K 0.08% 139

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

Legacy Advisors's MCO Position: Q2 2026 in Review

Legacy Advisors increased its Moody's (MCO) stake by 16% in Q2 2026, buying an estimated $42.7K and bringing the position to 678 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #235.

Legacy Advisors first reported a position in MCO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.41M in Q4 2024. 358 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Legacy Advisors held 678 shares of Moody's worth $307K as of Q2 2026.
  • Legacy Advisors bought 95 Moody's shares in Q2 2026, an estimated $42.7K.
  • Moody's made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #235 holding.
  • Legacy Advisors first reported a position in Moody's in Q1 2022 and has held it in 17 quarters since.
  • Legacy Advisors's Moody's position peaked at $2.41M in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.