Pettee Investors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $418K | Hold |
924
| – | – | 0.21% | 82 |
|
|
2026
Q1 | $427K | Hold |
924
| – | – | 0.22% | 84 |
|
|
2025
Q4 | $472K | Hold |
924
| – | – | 0.26% | 81 |
|
|
2025
Q3 | $440K | Hold |
924
| – | – | 0.24% | 81 |
|
|
2025
Q2 | $463K | Hold |
924
| – | – | 0.28% | 76 |
|
|
2025
Q1 | $430K | Hold |
924
| – | – | 0.26% | 82 |
|
|
2024
Q4 | $437K | Hold |
924
| – | – | 0.22% | 90 |
|
|
2024
Q3 | $439K | Hold |
924
| – | – | 0.21% | 92 |
|
|
2024
Q2 | $389K | Sell |
924
-22
| -2% | -$8.75K | 0.19% | 93 |
|
|
2024
Q1 | $372K | Hold |
946
| – | – | 0.16% | 96 |
|
|
2023
Q4 | $369K | Hold |
946
| – | – | 0.16% | 98 |
|
|
2023
Q3 | $299K | Hold |
946
| – | – | 0.14% | 102 |
|
|
2023
Q2 | $329K | Hold |
946
| – | – | 0.15% | 101 |
|
|
2023
Q1 | $289K | Hold |
946
| – | – | 0.14% | 102 |
|
|
2022
Q4 | $264K | Hold |
946
| – | – | 0.13% | 106 |
|
|
2022
Q3 | $230K | Hold |
946
| – | – | 0.12% | 106 |
|
|
2022
Q2 | $257K | Hold |
946
| – | – | 0.13% | 107 |
|
|
2022
Q1 | $319K | Hold |
946
| – | – | 0.14% | 107 |
|
|
2021
Q4 | $369K | Hold |
946
| – | – | 0.15% | 104 |
|
|
2021
Q3 | $336K | Hold |
946
| – | – | 0.16% | 103 |
|
|
2021
Q2 | $343K | Hold |
946
| – | – | 0.16% | 104 |
|
|
2021
Q1 | $282K | Hold |
946
| – | – | 0.14% | 110 |
|
|
2020
Q4 | $275K | Hold |
946
| – | – | 0.15% | 109 |
|
|
2020
Q3 | $274K | Hold |
946
| – | – | 0.16% | 104 |
|
|
2020
Q2 | $260K | Hold |
946
| – | – | 0.16% | 102 |
|
|
2020
Q1 | $200K | Sell |
946
-300
| -24% | -$72.9K | 0.14% | 103 |
|
|
2019
Q4 | $296K | Hold |
1,246
| – | – | 0.17% | 104 |
|
|
2019
Q3 | $255K | Hold |
1,246
| – | – | 0.16% | 107 |
|
|
2019
Q2 | $243K | Hold |
1,246
| – | – | 0.15% | 112 |
|
|
2019
Q1 | $226K | Buy |
+1,246
| New | +$205K | 0.14% | 110 |
|
|
2018
Q4 | – | Sell |
-1,246
| Closed | -$208K | – | 111 |
|
|
2018
Q3 | $208K | Hold |
1,246
| – | – | 0.12% | 113 |
|
|
2018
Q2 | $213K | Hold |
1,246
| – | – | 0.13% | 109 |
|
|
2018
Q1 | $201K | Buy |
+1,246
| New | +$202K | 0.12% | 115 |
|
Other funds holding MCO
Pettee Investors's MCO Position: Q2 2026 in Review
Pettee Investors held its Moody's (MCO) position steady in Q2 2026 at 924 shares worth $418K. The position accounts for 0.21% of the portfolio, ranked #82.
Pettee Investors first reported a position in MCO in Q1 2018 and has held it in 33 quarters since. The position peaked at $472K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Pettee Investors held 924 shares of Moody's worth $418K as of Q2 2026.
- Pettee Investors left its Moody's share count unchanged in Q2 2026.
- Moody's made up 0.21% of Pettee Investors's portfolio in Q2 2026, its #82 holding.
- Pettee Investors first reported a position in Moody's in Q1 2018 and has held it in 33 quarters since.
- Pettee Investors's Moody's position peaked at $472K in Q4 2025.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.