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Pathfinder Wealth Consulting’s Moody's MCO Stock Holding History

Pathfinder Wealth Consulting’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
-610
Closed -$266K – 91
2026
Q1 		$266K Sell
610
-3
-0.5% -$1.42K 0.17% 127
2025
Q4 		$313K Buy
+613
New +$299K 0.2% 108

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

Pathfinder Wealth Consulting's MCO Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Moody's (MCO) in Q2 2026, closing a stake of 610 shares — an estimated $266K sold.

Pathfinder Wealth Consulting first reported a position in MCO in Q4 2025 and held it in 2 quarters. The position peaked at $313K in Q4 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 610 Moody's shares in Q2 2026, an estimated $266K.
  • Pathfinder Wealth Consulting first reported a position in Moody's in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Moody's position peaked at $313K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.