MFG
MCO icon

Magnus Financial Group’s Moody's MCO Stock Holding History

Magnus Financial Group’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 		– Sell
-464
Closed -$202K – 408
2026
Q1 		$202K Sell
464
-156
-25% -$73.8K 0.02% 362
2025
Q4 		$317K Buy
620
+7
+1% +$3.42K 0.02% 324
2025
Q3 		$292K Hold
613
– – 0.02% 323
2025
Q2 		$307K Hold
613
– – 0.03% 295
2025
Q1 		$285K Hold
613
– – 0.03% 288
2024
Q4 		$290K Hold
613
– – 0.03% 275
2024
Q3 		$291K Buy
+613
New +$284K 0.03% 275
2020
Q3 		– Sell
-754
Closed -$207K – 497
2020
Q2 		$207K Buy
+754
New +$192K 0.02% 566

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

Magnus Financial Group's MCO Position: Q2 2026 in Review

Magnus Financial Group sold out of Moody's (MCO) in Q2 2026, closing a stake of 464 shares — an estimated $202K sold.

Magnus Financial Group first reported a position in MCO in Q2 2020 and held it in 8 quarters. The position peaked at $317K in Q4 2025. 284 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Magnus Financial Group reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Magnus Financial Group sold 464 Moody's shares in Q2 2026, an estimated $202K.
  • Magnus Financial Group first reported a position in Moody's in Q2 2020 and held it in 8 quarters.
  • Magnus Financial Group's Moody's position peaked at $317K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.