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LRI Investments’s Moody's MCO Stock Holding History

LRI Investments’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 		$24.5K Buy
54
+15
+38% +$6.74K ﹤0.01% 710
2026
Q1 		$17K Buy
39
+15
+63% +$7.1K ﹤0.01% 732
2025
Q4 		$12.3K Hold
24
– – ﹤0.01% 814
2025
Q3 		$11.4K Sell
24
-59
-71% -$29.7K ﹤0.01% 842
2025
Q2 		$41.7K Hold
83
– – ﹤0.01% 581
2025
Q1 		$38.7K Sell
83
-9
-10% -$4.34K ﹤0.01% 576
2024
Q4 		$43.3K Sell
92
-177
-66% -$84.5K ﹤0.01% 540
2024
Q3 		$130K Sell
269
-24
-8% -$11.1K 0.01% 362
2024
Q2 		$123K Buy
293
+269
+1,121% +$107K 0.01% 345
2024
Q1 		$9.43K Buy
+24
New +$9.25K ﹤0.01% 520

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

LRI Investments's MCO Position: Q2 2026 in Review

LRI Investments increased its Moody's (MCO) stake by 38% in Q2 2026, buying an estimated $6.74K and bringing the position to 54 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

LRI Investments first reported a position in MCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $130K in Q3 2024. 294 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • LRI Investments held 54 shares of Moody's worth $24.5K as of Q2 2026.
  • LRI Investments bought 15 Moody's shares in Q2 2026, an estimated $6.74K.
  • Moody's made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #710 holding.
  • LRI Investments first reported a position in Moody's in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Moody's position peaked at $130K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.