PFM
MCO icon

Patton Fund Management’s Moody's MCO Stock Holding History

Patton Fund Management’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
-479
Closed -$209K – 324
2026
Q1 		$209K Hold
479
– – 0.04% 467
2025
Q4 		$245K Sell
479
-33
-6% -$16.1K 0.03% 117
2025
Q3 		$244K Sell
512
-3,209
-86% -$1.62M 0.04% 292
2025
Q2 		$1.87M Sell
3,721
-2,491
-40% -$1.15M 0.41% 69
2025
Q1 		$2.89M Sell
6,212
-1,860
-23% -$896K 0.7% 65
2024
Q4 		$3.82M Sell
8,072
-1,208
-13% -$577K 0.75% 65
2024
Q3 		$4.4M Sell
9,280
-520
-5% -$241K 0.91% 53
2024
Q2 		$4.13M Sell
9,800
-1,924
-16% -$765K 0.87% 57
2024
Q1 		$4.61M Buy
+11,724
New +$4.52M 0.84% 61
2022
Q4 		– Sell
-2,988
Closed -$726K – 230
2022
Q3 		$726K Sell
2,988
-298
-9% -$86.6K 0.29% 69
2022
Q2 		$894K Sell
3,286
-2,333
-42% -$698K 0.33% 74
2022
Q1 		$1.9M Sell
5,619
-237
-4% -$79.7K 0.52% 74
2021
Q4 		$2.29M Buy
+5,856
New +$2.26M 0.69% 46

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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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

Patton Fund Management's MCO Position: Q2 2026 in Review

Patton Fund Management sold out of Moody's (MCO) in Q2 2026, closing a stake of 479 shares — an estimated $209K sold.

Patton Fund Management first reported a position in MCO in Q4 2021 and held it in 13 quarters. The position peaked at $4.61M in Q1 2024. 439 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Patton Fund Management reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 479 Moody's shares in Q2 2026, an estimated $209K.
  • Patton Fund Management first reported a position in Moody's in Q4 2021 and held it in 13 quarters.
  • Patton Fund Management's Moody's position peaked at $4.61M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.