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Matrix Trust Company’s Moody's MCO Stock Holding History

Matrix Trust Company’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 		$761K Buy
1,680
+299
+22% +$134K 0.11% 73
2026
Q1 		$602K Buy
1,381
+309
+29% +$146K 0.1% 74
2025
Q4 		$548K Buy
1,072
+106
+11% +$51.7K 0.09% 81
2025
Q3 		$460K Buy
966
+284
+42% +$143K 0.07% 101
2025
Q2 		$342K Buy
682
+195
+40% +$90.3K 0.05% 108
2025
Q1 		$227K Buy
487
+163
+50% +$78.5K 0.04% 114
2024
Q4 		$153K Buy
+324
New +$155K 0.03% 121

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

Matrix Trust Company's MCO Position: Q2 2026 in Review

Matrix Trust Company increased its Moody's (MCO) stake by 22% in Q2 2026, buying an estimated $134K and bringing the position to 1,680 shares worth $761K. The position accounts for 0.11% of the portfolio, ranked #73.

Matrix Trust Company first reported a position in MCO in Q4 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Matrix Trust Company held 1,680 shares of Moody's worth $761K as of Q2 2026.
  • Matrix Trust Company bought 299 Moody's shares in Q2 2026, an estimated $134K.
  • Moody's made up 0.11% of Matrix Trust Company's portfolio in Q2 2026, its #73 holding.
  • Matrix Trust Company first reported a position in Moody's in Q4 2024 and has held it in 7 quarters since.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.