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Pine Valley Investments’s Moody's MCO Stock Holding History

Pine Valley Investments’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 		$3.15M Buy
6,957
+108
+2% +$48.5K 0.12% 157
2026
Q1 		$2.99M Buy
6,849
+187
+3% +$88.5K 0.14% 153
2025
Q4 		$3.4M Sell
6,662
-220
-3% -$107K 0.16% 135
2025
Q3 		$3.28M Sell
6,882
-309
-4% -$156K 0.16% 141
2025
Q2 		$3.61M Sell
7,191
-84
-1% -$38.9K 0.2% 121
2025
Q1 		$3.39M Sell
7,275
-627
-8% -$302K 0.21% 122
2024
Q4 		$3.74M Sell
7,902
-644
-8% -$307K 0.22% 111
2024
Q3 		$4.06M Sell
8,546
-64
-0.7% -$29.7K 0.25% 97
2024
Q2 		$3.62M Buy
8,610
+1,416
+20% +$563K 0.24% 101
2024
Q1 		$2.83M Sell
7,194
-310
-4% -$120K 0.19% 122
2023
Q4 		$2.93M Buy
7,504
+1,694
+29% +$589K 0.21% 112
2023
Q3 		$1.84M Buy
5,810
+797
+16% +$271K 0.17% 143
2023
Q2 		$1.74M Buy
5,013
+1,539
+44% +$488K 0.17% 132
2023
Q1 		$1.06M Buy
+3,474
New +$1.05M 0.16% 125

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Pine Valley Investments's MCO Position: Q2 2026 in Review

Pine Valley Investments increased its Moody's (MCO) stake by 1.6% in Q2 2026, buying an estimated $48.5K and bringing the position to 6,957 shares worth $3.15M. The position accounts for 0.12% of the portfolio, ranked #157.

Pine Valley Investments first reported a position in MCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.06M in Q3 2024. 665 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Pine Valley Investments held 6,957 shares of Moody's worth $3.15M as of Q2 2026.
  • Pine Valley Investments bought 108 Moody's shares in Q2 2026, an estimated $48.5K.
  • Moody's made up 0.12% of Pine Valley Investments's portfolio in Q2 2026, its #157 holding.
  • Pine Valley Investments first reported a position in Moody's in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Moody's position peaked at $4.06M in Q3 2024.
  • 665 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.