Perpetual Ltd
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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
Q3 		$208K Sell
458
-401
-47% -$195K ﹤0.01% 387
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Henry H. Armstrong Associates
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Perpetual Ltd's MCO Position: Q3 2026 in Review

Perpetual Ltd reduced its Moody's (MCO) stake by 47% in Q3 2026, selling an estimated $195K and leaving 458 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Perpetual Ltd first reported a position in MCO in Q1 2023 and has held it in 7 quarters since. The position peaked at $389K in Q2 2026. 436 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Perpetual Ltd held 458 shares of Moody's worth $208K as of Q3 2026.
  • Perpetual Ltd sold 401 Moody's shares in Q3 2026, an estimated $195K.
  • Moody's made up ﹤0.01% of Perpetual Ltd's portfolio in Q3 2026, its #387 holding.
  • Perpetual Ltd first reported a position in Moody's in Q1 2023 and has held it in 7 quarters since.
  • Perpetual Ltd's Moody's position peaked at $389K in Q2 2026.
  • 436 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.