MFG
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Merit Financial Group’s Moody's MCO Stock Holding History

Merit 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 		$4.99M Buy
11,014
+191
+2% +$85.8K 0.03% 437
2026
Q1 		$4.72M Buy
10,823
+552
+5% +$261K 0.04% 407
2025
Q4 		$5.25M Buy
10,271
+188
+2% +$91.7K 0.04% 354
2025
Q3 		$4.8M Buy
10,083
+139
+1% +$70.1K 0.04% 323
2025
Q2 		$4.99M Buy
9,944
+2,889
+41% +$1.34M 0.06% 278
2025
Q1 		$3.29M Buy
7,055
+3,335
+90% +$1.61M 0.05% 296
2024
Q4 		$1.76M Buy
3,720
+1,667
+81% +$796K 0.03% 382
2024
Q3 		$974K Sell
2,053
-1,307
-39% -$606K 0.02% 435
2024
Q2 		$1.41M Sell
3,360
-181
-5% -$72K 0.03% 336
2024
Q1 		$1.35M Buy
3,541
+1,267
+56% +$489K 0.03% 337
2023
Q4 		$888K Buy
2,274
+825
+57% +$287K 0.03% 344
2023
Q3 		$458K Buy
1,449
+610
+73% +$207K 0.02% 479
2023
Q2 		$292K Buy
+839
New +$266K 0.01% 600

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

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

Merit Financial Group increased its Moody's (MCO) stake by 1.8% in Q2 2026, buying an estimated $85.8K and bringing the position to 11,014 shares worth $4.99M. The position accounts for 0.03% of the portfolio, ranked #437.

Merit Financial Group first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.25M in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Merit Financial Group held 11,014 shares of Moody's worth $4.99M as of Q2 2026.
  • Merit Financial Group bought 191 Moody's shares in Q2 2026, an estimated $85.8K.
  • Moody's made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #437 holding.
  • Merit Financial Group first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Moody's position peaked at $5.25M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.