Pinnacle Associates
MCO icon

Pinnacle Associates’s Moody's MCO Stock Holding History

Pinnacle Associates’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 		$1.02M Buy
2,252
+126
+6% +$61.2K 0.01% 520
2026
Q2 		$963K Buy
2,126
+1,270
+148% +$570K 0.01% 547
2026
Q1 		$373K Buy
856
+32
+4% +$15.1K ﹤0.01% 726
2025
Q4 		$421K Sell
824
-14
-2% -$6.83K 0.01% 697
2025
Q3 		$399K Sell
838
-107
-11% -$53.9K 0.01% 687
2025
Q2 		$474K Buy
945
+66
+8% +$30.6K 0.01% 639
2025
Q1 		$409K Buy
879
+1
+0.1% +$482 0.01% 655
2024
Q4 		$416K Buy
878
+105
+14% +$50.1K 0.01% 643
2024
Q3 		$302K Sell
773
-153
-17% -$70.9K 0.01% 674
2024
Q2 		$390K Buy
926
+122
+15% +$48.5K 0.01% 639
2024
Q1 		$316K Buy
804
+31
+4% +$12K 0.01% 690
2023
Q4 		$302K Buy
773
+6
+0.8% +$2.08K 0.01% 684
2023
Q3 		$243K Buy
767
+16
+2% +$5.44K ﹤0.01% 716
2023
Q2 		$261K Sell
751
-50
-6% -$15.9K ﹤0.01% 714
2023
Q1 		$245K Buy
+801
New +$242K 0.01% 675
2015
Q3 		– Sell
-1,869
Closed -$202K – 664
2015
Q2 		$202K Sell
1,869
-2,166
-54% -$233K ﹤0.01% 616
2015
Q1 		$419K Buy
4,035
+1,250
+45% +$121K 0.01% 487
2014
Q4 		$267K Buy
2,785
+100
+4% +$9.7K 0.01% 554
2014
Q3 		$254K Buy
2,685
+325
+14% +$29.8K 0.01% 561
2014
Q2 		$207K Buy
+2,360
New +$194K ﹤0.01% 570

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Pinnacle Associates's MCO Position: Q3 2026 in Review

Pinnacle Associates increased its Moody's (MCO) stake by 5.9% in Q3 2026, buying an estimated $61.2K and bringing the position to 2,252 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #520.

Pinnacle Associates first reported a position in MCO in Q2 2014 and has held it in 20 quarters since. 453 funds tracked by Wall St. Rank hold MCO as of Q3 2026.

  • Pinnacle Associates held 2,252 shares of Moody's worth $1.02M as of Q3 2026.
  • Pinnacle Associates bought 126 Moody's shares in Q3 2026, an estimated $61.2K.
  • Moody's made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #520 holding.
  • Pinnacle Associates first reported a position in Moody's in Q2 2014 and has held it in 20 quarters since.
  • 453 funds tracked by Wall St. Rank held Moody's as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.