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NWAM LLC’s Moody's MCO Stock Holding History

NWAM LLC’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 		$467K Buy
+1,031
New +$463K 0.02% 464

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

NWAM LLC's MCO Position: Q2 2026 in Review

NWAM LLC opened a new position in Moody's (MCO) in Q2 2026: 1,031 shares worth $467K. The stake represents 0.02% of the portfolio and ranks #464 among its holdings.

324 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • NWAM LLC held 1,031 shares of Moody's worth $467K as of Q2 2026.
  • Moody's was a new NWAM LLC position in Q2 2026.
  • Moody's made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #464 holding.
  • 324 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.