Mackenzie Financial’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.3M | Buy |
157,441
+94,368
| +150% | +$42.4M | 0.07% | 213 |
|
|
2026
Q1 | $27.5M | Sell |
63,073
-1,804
| -3% | -$853K | 0.03% | 348 |
|
|
2025
Q4 | $33.4M | Buy |
64,877
+1,450
| +2% | +$707K | 0.04% | 311 |
|
|
2025
Q3 | $30.2M | Sell |
63,427
-7,309
| -10% | -$3.68M | 0.04% | 326 |
|
|
2025
Q2 | $35.5M | Buy |
70,736
+1,251
| +2% | +$579K | 0.05% | 276 |
|
|
2025
Q1 | $32.4M | Sell |
69,485
-70,423
| -50% | -$33.9M | 0.05% | 273 |
|
|
2024
Q4 | $66.2M | Sell |
139,908
-1,663
| -1% | -$794K | 0.09% | 183 |
|
|
2024
Q3 | $67.2M | Buy |
141,571
+6,982
| +5% | +$3.24M | 0.09% | 188 |
|
|
2024
Q2 | $56.7M | Sell |
134,589
-7,199
| -5% | -$2.86M | 0.08% | 194 |
|
|
2024
Q1 | $55.7M | Buy |
141,788
+1,573
| +1% | +$607K | 0.08% | 204 |
|
|
2023
Q4 | $54.8M | Sell |
140,215
-2,404
| -2% | -$835K | 0.08% | 202 |
|
|
2023
Q3 | $43.9M | Sell |
142,619
-4,494
| -3% | -$1.53M | 0.07% | 212 |
|
|
2023
Q2 | $51M | Buy |
147,113
+999
| +0.7% | +$317K | 0.08% | 211 |
|
|
2023
Q1 | $44.7M | Buy |
146,114
+658
| +0.5% | +$199K | 0.07% | 236 |
|
|
2022
Q4 | $40.5M | Sell |
145,456
-9,000
| -6% | -$2.46M | 0.07% | 232 |
|
|
2022
Q3 | $37.5M | Sell |
154,456
-261,604
| -63% | -$76M | 0.06% | 236 |
|
|
2022
Q2 | $113M | Sell |
416,060
-765,776
| -65% | -$229M | 0.18% | 133 |
|
|
2022
Q1 | $399M | Buy |
1,181,836
+198,019
| +20% | +$66.6M | 0.53% | 43 |
|
|
2021
Q4 | $384M | Buy |
983,817
+70,647
| +8% | +$27.2M | 0.52% | 44 |
|
|
2021
Q3 | $324M | Sell |
913,170
-1,391
| -0.2% | -$524K | 0.46% | 56 |
|
|
2021
Q2 | $331M | Buy |
914,561
+626,654
| +218% | +$209M | 0.46% | 56 |
|
|
2021
Q1 | $86M | Sell |
287,907
-47,508
| -14% | -$13.4M | 0.13% | 156 |
|
|
2020
Q4 | $97.4M | Sell |
335,415
-103,937
| -24% | -$29.1M | 0.21% | 135 |
|
|
2020
Q3 | $127M | Sell |
439,352
-2,720
| -0.6% | -$776K | 0.32% | 99 |
|
|
2020
Q2 | $121M | Buy |
442,072
+25,599
| +6% | +$6.5M | 0.33% | 92 |
|
|
2020
Q1 | $88.1M | Sell |
416,473
-39,027
| -9% | -$9.49M | 0.28% | 98 |
|
|
2019
Q4 | $108M | Buy |
455,500
+9,545
| +2% | +$2.12M | 0.27% | 97 |
|
|
2019
Q3 | $91.3M | Sell |
445,955
-11,195
| -2% | -$2.35M | 0.24% | 106 |
|
|
2019
Q2 | $89.3M | Sell |
457,150
-13,284
| -3% | -$2.52M | 0.23% | 108 |
|
|
2019
Q1 | $85.2M | Sell |
470,434
-143,345
| -23% | -$23.6M | 0.21% | 115 |
|
|
2018
Q4 | $86M | Buy |
613,779
+148,944
| +32% | +$22.5M | 0.23% | 106 |
|
|
2018
Q3 | $77.7M | Buy |
464,835
+3,241
| +0.7% | +$570K | 0.19% | 130 |
|
|
2018
Q2 | $78.7M | Buy |
461,594
+19,302
| +4% | +$3.27M | 0.2% | 127 |
|
|
2018
Q1 | $71.3M | Sell |
442,292
-66,050
| -13% | -$10.7M | 0.18% | 127 |
|
|
2017
Q4 | $75M | Buy |
508,342
+211,895
| +71% | +$31.1M | 0.18% | 118 |
|
|
2017
Q3 | $41.3M | Sell |
296,447
-15,433
| -5% | -$2.03M | 0.22% | 121 |
|
|
2017
Q2 | $38M | Buy |
311,880
+2,494
| +0.8% | +$292K | 0.21% | 124 |
|
|
2017
Q1 | $34.7M | Sell |
309,386
-5,461
| -2% | -$586K | 0.2% | 127 |
|
|
2016
Q4 | $29.7M | Sell |
314,847
-9,201
| -3% | -$929K | 0.18% | 151 |
|
|
2016
Q3 | $35.1M | Sell |
324,048
-10,604
| -3% | -$1.12M | 0.22% | 124 |
|
|
2016
Q2 | $31.4M | Buy |
334,652
+21,114
| +7% | +$2.04M | 0.18% | 141 |
|
|
2016
Q1 | $30.3M | Buy |
+313,538
| New | +$28.2M | 0.27% | 96 |
|
Other funds holding MCO
Mackenzie Financial's MCO Position: Q2 2026 in Review
Mackenzie Financial increased its Moody's (MCO) stake by 150% in Q2 2026, buying an estimated $42.4M and bringing the position to 157,441 shares worth $71.3M. The position accounts for 0.07% of the portfolio, ranked #213.
Mackenzie Financial first reported a position in MCO in Q1 2016 and has held it in 42 quarters since. The position peaked at $399M in Q1 2022. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Mackenzie Financial held 157,441 shares of Moody's worth $71.3M as of Q2 2026.
- Mackenzie Financial bought 94,368 Moody's shares in Q2 2026, an estimated $42.4M.
- Moody's made up 0.07% of Mackenzie Financial's portfolio in Q2 2026, its #213 holding.
- Mackenzie Financial first reported a position in Moody's in Q1 2016 and has held it in 42 quarters since.
- Mackenzie Financial's Moody's position peaked at $399M in Q1 2022.
- 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.