Sagewood Asset Management’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
$586K Buy
1,294
+273
+27% +$123K 0.13% 150
2026
Q1
$445K Buy
+1,021
New +$483K 0.14% 149

Other funds holding MCO

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

Sagewood Asset Management increased its Moody's (MCO) stake by 27% in Q2 2026, buying an estimated $123K and bringing the position to 1,294 shares worth $586K. The position accounts for 0.13% of the portfolio, ranked #150.

Sagewood Asset Management first reported a position in MCO in Q1 2026 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sagewood Asset Management held 1,294 shares of Moody's worth $586K as of Q2 2026.
  • Sagewood Asset Management bought 273 Moody's shares in Q2 2026, an estimated $123K.
  • Moody's made up 0.13% of Sagewood Asset Management's portfolio in Q2 2026, its #150 holding.
  • Sagewood Asset Management first reported a position in Moody's in Q1 2026 and has held it in 2 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.