Patriot Investment Management Group’s Moody's MCO Stock Holding History

Patriot Investment Management Group’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	$765K	Hold	1,689	–	–	0.04%	137
2026 Q1	$737K	Hold	1,689	–	–	0.05%	145
2025 Q4	$863K	Hold	1,689	–	–	0.05%	126
2025 Q3	$805K	Hold	1,689	–	–	0.05%	126
2025 Q2	$847K	Hold	1,689	–	–	0.06%	119
2025 Q1	$787K	Hold	1,689	–	–	0.06%	124
2024 Q4	$800K	Hold	1,689	–	–	0.06%	119
2024 Q3	$802K	Hold	1,689	–	–	0.06%	125
2024 Q2	$711K	Hold	1,689	–	–	0.06%	131
2024 Q1	$664K	Sell	1,689 -201	-11%	-$77.5K	0.05%	136
2023 Q4	$738K	Hold	1,890	–	–	0.06%	127
2023 Q3	$598K	Hold	1,890	–	–	0.05%	141
2023 Q2	$657K	Hold	1,890	–	–	0.06%	141
2023 Q1	$578K	Hold	1,890	–	–	0.05%	152
2022 Q4	$604K	Hold	1,890	–	–	0.05%	152
2022 Q3	$459K	Hold	1,890	–	–	0.05%	164
2022 Q2	$514K	Hold	1,890	–	–	0.05%	162
2022 Q1	$637K	Hold	1,890	–	–	0.06%	151
2021 Q4	$738K	Hold	1,890	–	–	0.06%	141
2021 Q3	$671K	Hold	1,890	–	–	0.06%	144
2021 Q2	$684K	Buy	+1,890	New	+$629K	0.06%	144

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Patriot Investment Management Group's MCO Position: Q2 2026 in Review

Patriot Investment Management Group held its Moody's (MCO) position steady in Q2 2026 at 1,689 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #137.

Patriot Investment Management Group first reported a position in MCO in Q2 2021 and has held it in 21 quarters since. The position peaked at $863K in Q4 2025. 491 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Patriot Investment Management Group held 1,689 shares of Moody's worth $765K as of Q2 2026.
Patriot Investment Management Group left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #137 holding.
Patriot Investment Management Group first reported a position in Moody's in Q2 2021 and has held it in 21 quarters since.
Patriot Investment Management Group's Moody's position peaked at $863K in Q4 2025.
491 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.