MAM
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Marquette Asset Management’s Moody's MCO Stock Holding History

Marquette Asset Management’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 		$8.61K Buy
19
+10
+111% +$4.49K ﹤0.01% 332
2026
Q1 		$3.93K Sell
9
-7
-44% -$3.31K ﹤0.01% 398
2025
Q4 		$8.17K Sell
16
-3
-16% -$1.46K ﹤0.01% 255
2025
Q3 		$9.05K Buy
+19
New +$9.58K ﹤0.01% 226
2022
Q3 		– Sell
-1
Closed – – 326
2022
Q2 		$0 Sell
1
-1
-50% -$299 ﹤0.01% 379
2022
Q1 		$1K Buy
+2
New +$673 ﹤0.01% 321

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Marquette Asset Management's MCO Position: Q2 2026 in Review

Marquette Asset Management increased its Moody's (MCO) stake by 111% in Q2 2026, buying an estimated $4.49K and bringing the position to 19 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Marquette Asset Management first reported a position in MCO in Q1 2022 and has held it in 6 quarters since. The position peaked at $9.05K in Q3 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Marquette Asset Management held 19 shares of Moody's worth $8.61K as of Q2 2026.
  • Marquette Asset Management bought 10 Moody's shares in Q2 2026, an estimated $4.49K.
  • Moody's made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #332 holding.
  • Marquette Asset Management first reported a position in Moody's in Q1 2022 and has held it in 6 quarters since.
  • Marquette Asset Management's Moody's position peaked at $9.05K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.