NAM
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NorthCrest Asset Manangement’s Moody's MCO Stock Holding History

NorthCrest Asset Manangement’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 		$12.1M Buy
24,829
+1,706
+7% +$766K 0.31% 83
2026
Q1 		$10.2M Sell
23,123
-13,643
-37% -$6.45M 0.32% 91
2025
Q4 		$19.4M Buy
36,766
+419
+1% +$204K 0.43% 69
2025
Q3 		$17.8M Buy
36,347
+585
+2% +$295K 0.42% 70
2025
Q2 		$18.1M Sell
35,762
-1,208
-3% -$560K 0.49% 61
2025
Q1 		$17.2M Sell
36,970
-24
-0.1% -$11.6K 0.52% 56
2024
Q4 		$17.5M Buy
36,994
+518
+1% +$247K 0.52% 54
2024
Q3 		$17.3M Buy
36,476
+534
+1% +$247K 0.52% 62
2024
Q2 		$15.1M Sell
35,942
-68
-0.2% -$27.1K 0.5% 60
2024
Q1 		$14.2M Buy
36,010
+1,089
+3% +$420K 0.48% 70
2023
Q4 		$13.6M Buy
34,921
+1,581
+5% +$549K 0.52% 66
2023
Q3 		$10.5M Buy
33,340
+31,660
+1,885% +$10.8M 0.43% 78
2023
Q2 		$584K Buy
1,680
+4
+0.2% +$1.27K 0.02% 337
2023
Q1 		$513K Sell
1,676
-150
-8% -$45.3K 0.02% 359
2022
Q4 		$509K Buy
1,826
+656
+56% +$179K 0.03% 271
2022
Q3 		$284K Hold
1,170
– – 0.02% 383
2022
Q2 		$318K Hold
1,170
– – 0.02% 371
2022
Q1 		$395K Sell
1,170
-867
-43% -$292K 0.02% 333
2021
Q4 		$795K Buy
+2,037
New +$786K 0.04% 254

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
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
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NorthCrest Asset Manangement's MCO Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Moody's (MCO) stake by 7.4% in Q2 2026, buying an estimated $766K and bringing the position to 24,829 shares worth $12.1M. The position accounts for 0.31% of the portfolio, ranked #83.

NorthCrest Asset Manangement first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.4M in Q4 2025. 185 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • NorthCrest Asset Manangement held 24,829 shares of Moody's worth $12.1M as of Q2 2026.
  • NorthCrest Asset Manangement bought 1,706 Moody's shares in Q2 2026, an estimated $766K.
  • Moody's made up 0.31% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #83 holding.
  • NorthCrest Asset Manangement first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Moody's position peaked at $19.4M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.