Sharkey, Howes & Javer’s Moody's MCO Stock Holding History

Sharkey, Howes & Javer’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	$227K	Hold	502	–	–	0.03%	156
2026 Q1	$219K	Sell	502 -31	-6%	-$14.7K	0.03%	149
2025 Q4	$272K	Hold	533	–	–	0.03%	140
2025 Q3	$254K	Hold	533	–	–	0.03%	142
2025 Q2	$267K	Sell	533 -5	-0.9%	-$2.32K	0.04%	132
2025 Q1	$251K	Hold	538	–	–	0.04%	137
2024 Q4	$255K	Hold	538	–	–	0.04%	132
2024 Q3	$255K	Hold	538	–	–	0.04%	131
2024 Q2	$226K	Hold	538	–	–	0.04%	111
2024 Q1	$211K	Sell	538 -128	-19%	-$49.4K	0.03%	117
2023 Q4	$260K	Hold	666	–	–	0.05%	101
2023 Q3	$211K	Buy	+666	New	+$227K	0.04%	107

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Sharkey, Howes & Javer's MCO Position: Q2 2026 in Review

Sharkey, Howes & Javer held its Moody's (MCO) position steady in Q2 2026 at 502 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #156.

Sharkey, Howes & Javer first reported a position in MCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $272K in Q4 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Sharkey, Howes & Javer held 502 shares of Moody's worth $227K as of Q2 2026.
Sharkey, Howes & Javer left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #156 holding.
Sharkey, Howes & Javer first reported a position in Moody's in Q3 2023 and has held it in 12 quarters since.
Sharkey, Howes & Javer's Moody's position peaked at $272K in Q4 2025.
226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.