Morningstar Investment Management’s Moody's MCO Stock Holding History

Morningstar Investment 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	$4.13M	Hold	9,465	–	–	0.25%	93
2026 Q1	$4.13M	Sell	9,465 -9,115	-49%	-$4.31M	0.26%	93
2025 Q4	$9.49M	Sell	18,580 -53	-0.3%	-$25.9K	0.56%	32
2025 Q3	$8.88M	Buy	+18,633	New	+$9.39M	0.33%	73
2025 Q1	–	Sell	-1,676	Closed	-$793K	–	161
2024 Q4	$793K	Hold	1,676	–	–	0.06%	94
2024 Q3	$804K	Buy	1,676 +746	+80%	+$346K	0.08%	108
2024 Q2	$391K	Hold	930	–	–	0.04%	141
2024 Q1	$366K	Hold	930	–	–	0.04%	143
2023 Q4	$363K	Sell	930 -17	-2%	-$5.91K	0.04%	142
2023 Q3	$299K	Hold	947	–	–	0.04%	126
2023 Q2	$329K	Buy	+947	New	+$300K	0.04%	123

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Morningstar Investment Management's MCO Position: Q2 2026 in Review

Morningstar Investment Management held its Moody's (MCO) position steady in Q2 2026 at 9,465 shares worth $4.13M. The position accounts for 0.25% of the portfolio, ranked #93.

Morningstar Investment Management first reported a position in MCO in Q2 2023 and has held it in 11 quarters since. The position peaked at $9.49M in Q4 2025. 662 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Morningstar Investment Management held 9,465 shares of Moody's worth $4.13M as of Q2 2026.
Morningstar Investment Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.25% of Morningstar Investment Management's portfolio in Q2 2026, its #93 holding.
Morningstar Investment Management first reported a position in Moody's in Q2 2023 and has held it in 11 quarters since.
Morningstar Investment Management's Moody's position peaked at $9.49M in Q4 2025.
662 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.