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Northwest & Ethical Investments’s Moody's MCO Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-2,080
Closed -$924K – 549
2026
Q1 		$924K Buy
+2,080
New +$984K 0.02% 319
2024
Q3 		– Sell
-550
Closed -$232K – 532
2024
Q2 		$232K Buy
550
+150
+38% +$59.7K 0.01% 389
2024
Q1 		$157K Buy
+400
New +$154K ﹤0.01% 413

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northwest & Ethical Investments's MCO Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Moody's (MCO) in Q2 2026, closing a stake of 2,080 shares — an estimated $924K sold.

Northwest & Ethical Investments first reported a position in MCO in Q1 2024 and held it in 3 quarters. The position peaked at $924K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 2,080 Moody's shares in Q2 2026, an estimated $924K.
  • Northwest & Ethical Investments first reported a position in Moody's in Q1 2024 and held it in 3 quarters.
  • Northwest & Ethical Investments's Moody's position peaked at $924K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.