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Park Edge Advisors’s Moody's MCO Stock Holding History

Park Edge Advisors’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 		$396K Sell
874
-226
-21% -$101K 0.08% 118
2026
Q1 		$480K Sell
1,100
-5
-0.5% -$2.37K 0.11% 92
2025
Q4 		$565K Hold
1,105
– – 0.13% 96
2025
Q3 		$527K Sell
1,105
-85
-7% -$42.8K 0.12% 91
2025
Q2 		$597K Hold
1,190
– – 0.15% 87
2025
Q1 		$554K Hold
1,190
– – 0.15% 85
2024
Q4 		$563K Hold
1,190
– – 0.16% 85
2024
Q3 		$565K Hold
1,190
– – 0.16% 88
2024
Q2 		$501K Hold
1,190
– – 0.15% 92
2024
Q1 		$468K Hold
1,190
– – 0.13% 81
2023
Q4 		$465K Sell
1,190
-95
-7% -$33K 0.16% 74
2023
Q3 		$406K Hold
1,285
– – 0.15% 69
2023
Q2 		$447K Hold
1,285
– – 0.15% 65
2023
Q1 		$393K Hold
1,285
– – 0.15% 66
2022
Q4 		$358K Buy
+1,285
New +$351K 0.16% 66

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
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
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

Park Edge Advisors's MCO Position: Q2 2026 in Review

Park Edge Advisors reduced its Moody's (MCO) stake by 21% in Q2 2026, selling an estimated $101K and leaving 874 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #118.

Park Edge Advisors first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $597K in Q2 2025. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Park Edge Advisors held 874 shares of Moody's worth $396K as of Q2 2026.
  • Park Edge Advisors sold 226 Moody's shares in Q2 2026, an estimated $101K.
  • Moody's made up 0.08% of Park Edge Advisors's portfolio in Q2 2026, its #118 holding.
  • Park Edge Advisors first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's Moody's position peaked at $597K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.