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Morton Brown Family Wealth’s Moody's MCO Stock Holding History

Morton Brown Family Wealth’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 		$906 Buy
+2
New +$898 ﹤0.01% 319
2022
Q1 		– Sell
-3
Closed -$1K – 183
2021
Q4 		$1K Buy
+3
New +$1.16K ﹤0.01% 201

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Morton Brown Family Wealth's MCO Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Moody's (MCO) in Q2 2026: 2 shares worth $906. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in MCO as recently as Q4 2021.

Morton Brown Family Wealth first reported a position in MCO in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 359 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Morton Brown Family Wealth held 2 shares of Moody's worth $906 as of Q2 2026.
  • Moody's was a new Morton Brown Family Wealth position in Q2 2026.
  • Moody's made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #319 holding.
  • Morton Brown Family Wealth first reported a position in Moody's in Q4 2021 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's Moody's position peaked at $1K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.