North Star Investment Management’s Moody's MCO Stock Holding History

North Star 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	$115K	Buy	253 +11	+5%	+$4.94K	0.01%	584
2026 Q1	$106K	Sell	242 -8	-3%	-$3.78K	0.01%	591
2025 Q4	$128K	Buy	250 +10	+4%	+$4.88K	0.01%	510
2025 Q3	$114K	Hold	240	–	–	0.01%	510
2025 Q2	$120K	Sell	240 -4	-2%	-$1.85K	0.01%	498
2025 Q1	$114K	Hold	244	–	–	0.01%	493
2024 Q4	$116K	Hold	244	–	–	0.01%	488
2024 Q3	$116K	Hold	244	–	–	0.01%	477
2024 Q2	$103K	Hold	244	–	–	0.01%	492
2024 Q1	$95.9K	Hold	244	–	–	0.01%	513
2023 Q4	$95.3K	Hold	244	–	–	0.01%	503
2023 Q3	$77.1K	Hold	244	–	–	0.01%	529
2023 Q2	$84.8K	Hold	244	–	–	0.01%	527
2023 Q1	$74.7K	Hold	244	–	–	0.01%	557
2022 Q4	$68K	Buy	244 +4	+2%	+$1.09K	0.01%	548
2022 Q3	$58K	Hold	240	–	–	0.01%	518
2022 Q2	$65K	Hold	240	–	–	0.01%	512
2022 Q1	$81K	Hold	240	–	–	0.01%	495
2021 Q4	$94K	Hold	240	–	–	0.01%	494
2021 Q3	$85K	Hold	240	–	–	0.01%	498
2021 Q2	$87K	Hold	240	–	–	0.01%	498
2021 Q1	$72K	Hold	240	–	–	0.01%	494
2020 Q4	$70K	Hold	240	–	–	0.01%	485
2020 Q3	$70K	Hold	240	–	–	0.01%	455
2020 Q2	$66K	Hold	240	–	–	0.01%	450
2020 Q1	$51K	Hold	240	–	–	0.01%	484
2019 Q4	$57K	Hold	240	–	–	0.01%	533
2019 Q3	$49K	Buy	+240	New	+$50.3K	0.01%	550
2019 Q2	–	Sell	-240	Closed	-$43K	–	702
2019 Q1	$43K	Hold	240	–	–	0.01%	584
2018 Q4	$34K	Hold	240	–	–	﹤0.01%	588
2018 Q3	$40K	Hold	240	–	–	﹤0.01%	606
2018 Q2	$41K	Hold	240	–	–	﹤0.01%	602
2018 Q1	$39K	Hold	240	–	–	﹤0.01%	608
2017 Q4	$35K	Hold	240	–	–	﹤0.01%	606
2017 Q3	$33K	Hold	240	–	–	﹤0.01%	617
2017 Q2	$29K	Buy	+240	New	+$28.1K	﹤0.01%	627

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

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

North Star Investment Management's MCO Position: Q2 2026 in Review

North Star Investment Management increased its Moody's (MCO) stake by 4.5% in Q2 2026, buying an estimated $4.94K and bringing the position to 253 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #584.

North Star Investment Management first reported a position in MCO in Q2 2017 and has held it in 36 quarters since. The position peaked at $128K in Q4 2025. 481 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

North Star Investment Management held 253 shares of Moody's worth $115K as of Q2 2026.
North Star Investment Management bought 11 Moody's shares in Q2 2026, an estimated $4.94K.
Moody's made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #584 holding.
North Star Investment Management first reported a position in Moody's in Q2 2017 and has held it in 36 quarters since.
North Star Investment Management's Moody's position peaked at $128K in Q4 2025.
481 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.