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Sarasin & Partners’s Moody's MCO Stock Holding History

Sarasin & Partners’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 		$66M Sell
145,786
-141,999
-49% -$63.8M 0.77% 35
2026
Q1 		$126M Sell
287,785
-124,967
-30% -$59.1M 1.53% 22
2025
Q4 		$211M Sell
412,752
-14,507
-3% -$7.08M 2.19% 19
2025
Q3 		$205M Buy
427,259
+7,000
+2% +$3.53M 2.02% 21
2025
Q2 		$211M Sell
420,259
-25,731
-6% -$11.9M 2.1% 19
2025
Q1 		$208M Sell
445,990
-116,419
-21% -$56.1M 2.25% 21
2024
Q4 		$266M Sell
562,409
-28,823
-5% -$13.8M 2.94% 13
2024
Q3 		$281M Buy
591,232
+163,135
+38% +$75.6M 2.65% 18
2024
Q2 		$180M Buy
428,097
+67,118
+19% +$26.7M 1.6% 26
2024
Q1 		$142M Buy
360,979
+34,370
+11% +$13.3M 1.4% 30
2023
Q4 		$128M Sell
326,609
-25,187
-7% -$8.75M 1.4% 32
2023
Q3 		$111M Sell
351,796
-7,723
-2% -$2.63M 1.39% 30
2023
Q2 		$125M Sell
359,519
-541,352
-60% -$172M 1.45% 30
2023
Q1 		$312M Buy
900,871
+526,430
+141% +$159M 1.68% 25
2022
Q4 		$104M Buy
374,441
+20,473
+6% +$5.6M 1.37% 31
2022
Q3 		$86.1M Sell
353,968
-4,771
-1% -$1.39M 1.19% 35
2022
Q2 		$97.6M Sell
358,739
-5,033
-1% -$1.51M 1.23% 36
2022
Q1 		$123M Sell
363,772
-176,065
-33% -$59.2M 1.23% 32
2021
Q4 		$211M Buy
539,837
+7,566
+1% +$2.92M 1.92% 25
2021
Q3 		$189M Sell
532,271
-2,791
-0.5% -$1.05M 1.91% 23
2021
Q2 		$194M Buy
535,062
+12,367
+2% +$4.12M 2.02% 20
2021
Q1 		$156M Buy
522,695
+52,535
+11% +$14.8M 1.84% 25
2020
Q4 		$136M Buy
470,160
+101,614
+28% +$28.4M 1.81% 25
2020
Q3 		$107M Buy
368,546
+7,768
+2% +$2.22M 1.54% 26
2020
Q2 		$99.1M Buy
360,778
+98,302
+37% +$25M 1.59% 25
2020
Q1 		$55.5M Sell
262,476
-86,124
-25% -$20.9M 1.09% 34
2019
Q4 		$82.8M Buy
348,600
+14,635
+4% +$3.25M 1.26% 33
2019
Q3 		$68.4M Buy
333,965
+71,280
+27% +$14.9M 1.13% 34
2019
Q2 		$51.3M Sell
262,685
-7,908
-3% -$1.5M 0.9% 39
2019
Q1 		$49M Buy
270,593
+27
+0% +$4.44K 0.94% 40
2018
Q4 		$37.9M Sell
270,566
-7,862
-3% -$1.19M 0.82% 39
2018
Q3 		$46.6M Sell
278,428
-6,169
-2% -$1.08M 0.88% 37
2018
Q2 		$48.5M Buy
284,597
+20,850
+8% +$3.53M 0.95% 35
2018
Q1 		$42.5M Sell
263,747
-4,762
-2% -$771K 0.83% 38
2017
Q4 		$39.6M Buy
268,509
+11,292
+4% +$1.65M 0.77% 44
2017
Q3 		$35.8M Buy
257,217
+2,797
+1% +$368K 0.72% 47
2017
Q2 		$31M Sell
254,420
-20,699
-8% -$2.42M 0.61% 47
2017
Q1 		$30.8M Sell
275,119
-157,610
-36% -$16.9M 0.6% 51
2016
Q4 		$40.8M Sell
432,729
-31,568
-7% -$3.19M 0.69% 51
2016
Q3 		$50.3M Sell
464,297
-4,819
-1% -$507K 0.79% 44
2016
Q2 		$44M Buy
469,116
+41,706
+10% +$4.03M 0.73% 44
2016
Q1 		$41.3M Buy
+427,410
New +$38.4M 0.67% 44

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
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

Sarasin & Partners's MCO Position: Q2 2026 in Review

Sarasin & Partners reduced its Moody's (MCO) stake by 49% in Q2 2026, selling an estimated $63.8M and leaving 145,786 shares worth $66M. The position accounts for 0.77% of the portfolio, ranked #35.

Sarasin & Partners first reported a position in MCO in Q1 2016 and has held it in 42 quarters since. The position peaked at $312M in Q1 2023. 486 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sarasin & Partners held 145,786 shares of Moody's worth $66M as of Q2 2026.
  • Sarasin & Partners sold 141,999 Moody's shares in Q2 2026, an estimated $63.8M.
  • Moody's made up 0.77% of Sarasin & Partners's portfolio in Q2 2026, its #35 holding.
  • Sarasin & Partners first reported a position in Moody's in Q1 2016 and has held it in 42 quarters since.
  • Sarasin & Partners's Moody's position peaked at $312M in Q1 2023.
  • 486 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.