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Perpetual Ltd’s Moody's MCO Stock Holding History

Perpetual Ltd’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 		$389K Buy
859
+252
+42% +$113K 0.01% 371
2026
Q1 		$265K Buy
607
+43
+8% +$20.3K ﹤0.01% 398
2025
Q4 		$288K Buy
+564
New +$275K ﹤0.01% 382
2023
Q4 		– Sell
-636
Closed -$201K – 462
2023
Q3 		$201K Sell
636
-79
-11% -$26.9K ﹤0.01% 438
2023
Q2 		$249K Sell
715
-9
-1% -$2.85K ﹤0.01% 441
2023
Q1 		$222K Buy
+724
New +$219K ﹤0.01% 479

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

Perpetual Ltd's MCO Position: Q2 2026 in Review

Perpetual Ltd increased its Moody's (MCO) stake by 42% in Q2 2026, buying an estimated $113K and bringing the position to 859 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #371.

Perpetual Ltd first reported a position in MCO in Q1 2023 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Perpetual Ltd held 859 shares of Moody's worth $389K as of Q2 2026.
  • Perpetual Ltd bought 252 Moody's shares in Q2 2026, an estimated $113K.
  • Moody's made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #371 holding.
  • Perpetual Ltd first reported a position in Moody's in Q1 2023 and has held it in 6 quarters since.
  • 452 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.