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Penobscot Investment Management’s Moody's MCO Stock Holding History

Penobscot Investment 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 		$437K Hold
965
– – 0.03% 231
2026
Q1 		$421K Hold
965
– – 0.03% 234
2025
Q4 		$493K Sell
965
-20
-2% -$9.76K 0.04% 216
2025
Q3 		$469K Hold
985
– – 0.04% 227
2025
Q2 		$494K Hold
985
– – 0.04% 217
2025
Q1 		$459K Hold
985
– – 0.04% 210
2024
Q4 		$466K Hold
985
– – 0.04% 212
2024
Q3 		$467K Sell
985
-50
-5% -$23.2K 0.04% 219
2024
Q2 		$436K Hold
1,035
– – 0.04% 217
2024
Q1 		$407K Hold
1,035
– – 0.04% 221
2023
Q4 		$404K Sell
1,035
-230
-18% -$79.9K 0.05% 215
2023
Q3 		$400K Hold
1,265
– – 0.05% 203
2023
Q2 		$440K Hold
1,265
– – 0.07% 163
2023
Q1 		$387K Sell
1,265
-92
-7% -$27.8K 0.07% 163
2022
Q4 		$378K Sell
1,357
-360
-21% -$98.5K 0.07% 171
2022
Q3 		$417K Sell
1,717
-150
-8% -$43.6K 0.08% 160
2022
Q2 		$508K Sell
1,867
-385
-17% -$115K 0.09% 151
2022
Q1 		$760K Buy
2,252
+107
+5% +$36K 0.11% 145
2021
Q4 		$838K Buy
2,145
+55
+3% +$21.2K 0.11% 142
2021
Q3 		$742K Buy
2,090
+650
+45% +$245K 0.11% 146
2021
Q2 		$522K Buy
1,440
+260
+22% +$86.5K 0.08% 157
2021
Q1 		$352K Sell
1,180
-2,140
-64% -$603K 0.06% 180
2020
Q4 		$964K Buy
3,320
+325
+11% +$90.9K 0.16% 115
2020
Q3 		$868K Buy
+2,995
New +$855K 0.16% 115

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
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Penobscot Investment Management's MCO Position: Q2 2026 in Review

Penobscot Investment Management held its Moody's (MCO) position steady in Q2 2026 at 965 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #231.

Penobscot Investment Management first reported a position in MCO in Q3 2020 and has held it in 24 quarters since. The position peaked at $964K in Q4 2020. 508 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Penobscot Investment Management held 965 shares of Moody's worth $437K as of Q2 2026.
  • Penobscot Investment Management left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.03% of Penobscot Investment Management's portfolio in Q2 2026, its #231 holding.
  • Penobscot Investment Management first reported a position in Moody's in Q3 2020 and has held it in 24 quarters since.
  • Penobscot Investment Management's Moody's position peaked at $964K in Q4 2020.
  • 508 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.