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PineStone Asset Management’s Moody's MCO Stock Holding History

PineStone Asset 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 		$1.03B Sell
2,283,961
-65,823
-3% -$29.6M 6.39% 3
2026
Q1 		$1.03B Sell
2,349,784
-25,984
-1% -$12.3M 7.21% 4
2025
Q4 		$1.21B Buy
2,375,768
+111,725
+5% +$54.5M 7.54% 4
2025
Q3 		$1.08B Sell
2,264,043
-46,977
-2% -$23.7M 6.71% 5
2025
Q2 		$1.16B Buy
2,311,020
+215,551
+10% +$99.8M 7.5% 4
2025
Q1 		$976M Buy
2,095,469
+558,138
+36% +$269M 7.37% 5
2024
Q4 		$728M Buy
1,537,331
+53,504
+4% +$25.5M 6.82% 4
2024
Q3 		$704M Buy
1,483,827
+46,630
+3% +$21.6M 6.8% 4
2024
Q2 		$605M Buy
1,437,197
+463,575
+48% +$184M 6.42% 4
2024
Q1 		$383M Sell
973,622
-800,369
-45% -$309M 6.09% 5
2023
Q4 		$693M Buy
1,773,991
+229,831
+15% +$79.9M 7.44% 3
2023
Q3 		$488M Buy
1,544,160
+1,135,463
+278% +$386M 7.04% 3
2023
Q2 		$142M Sell
408,697
-589,236
-59% -$187M 6.86% 2
2023
Q1 		$305M Buy
997,933
+872,724
+697% +$264M 7.38% 2
2022
Q4 		$34.9M Buy
+125,209
New +$34.2M 6.55% 3

Other funds holding MCO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PineStone Asset Management's MCO Position: Q2 2026 in Review

PineStone Asset Management reduced its Moody's (MCO) stake by 2.8% in Q2 2026, selling an estimated $29.6M and leaving 2,283,961 shares worth $1.03B. The position accounts for 6.39% of the portfolio, ranked #3.

PineStone Asset Management first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21B in Q4 2025. 193 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • PineStone Asset Management held 2,283,961 shares of Moody's worth $1.03B as of Q2 2026.
  • PineStone Asset Management sold 65,823 Moody's shares in Q2 2026, an estimated $29.6M.
  • Moody's made up 6.39% of PineStone Asset Management's portfolio in Q2 2026, its #3 holding.
  • PineStone Asset Management first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
  • PineStone Asset Management's Moody's position peaked at $1.21B in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on PineStone Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.