Pathstone Holdings’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6M Sell
25,492
-473
-2% -$212K 0.03% 355
2026
Q1
$11.3M Buy
25,965
+199
+0.8% +$94.1K 0.05% 304
2025
Q4
$13.2M Buy
25,766
+667
+3% +$325K 0.05% 253
2025
Q3
$12M Buy
25,099
+44
+0.2% +$22.2K 0.05% 286
2025
Q2
$12.6M Buy
25,055
+268
+1% +$124K 0.05% 258
2025
Q1
$11.5M Buy
24,787
+1,364
+6% +$657K 0.05% 296
2024
Q4
$11.1M Sell
23,423
-456
-2% -$218K 0.05% 273
2024
Q3
$11.3M Sell
23,879
-646
-3% -$299K 0.05% 291
2024
Q2
$10.3M Buy
24,525
+1,406
+6% +$559K 0.05% 290
2024
Q1
$9.09M Buy
23,119
+1,834
+9% +$707K 0.04% 324
2023
Q4
$8.32M Buy
+21,285
New +$7.4M 0.04% 295

Other funds holding MCO

Pathstone Holdings's MCO Position: Q2 2026 in Review

Pathstone Holdings reduced its Moody's (MCO) stake by 1.8% in Q2 2026, selling an estimated $212K and leaving 25,492 shares worth $11.6M. The position accounts for 0.03% of the portfolio, ranked #355.

Pathstone Holdings first reported a position in MCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Pathstone Holdings held 25,492 shares of Moody's worth $11.6M as of Q2 2026.
  • Pathstone Holdings sold 473 Moody's shares in Q2 2026, an estimated $212K.
  • Moody's made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #355 holding.
  • Pathstone Holdings first reported a position in Moody's in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Moody's position peaked at $13.2M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.