Shearwater Capital’s Moody's MCO Stock Holding History

Shearwater Capital’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	$437K	Hold	964	–	–	0.21%	44
2026 Q1	$421K	Hold	964	–	–	0.22%	41
2025 Q4	$493K	Hold	964	–	–	0.28%	34
2025 Q3	$459K	Hold	964	–	–	0.27%	35
2025 Q2	$484K	Hold	964	–	–	0.3%	34
2025 Q1	$449K	Hold	964	–	–	0.32%	29
2024 Q4	$456K	Hold	964	–	–	0.31%	29
2024 Q3	$458K	Hold	964	–	–	0.32%	30
2024 Q2	$406K	Hold	964	–	–	0.3%	30
2024 Q1	$379K	Hold	964	–	–	0.28%	33
2023 Q4	$377K	Hold	964	–	–	0.3%	31
2023 Q3	$305K	Hold	964	–	–	0.28%	33
2023 Q2	$335K	Hold	964	–	–	0.29%	33
2023 Q1	$295K	Buy	964 +2	+0.2%	+$604	0.27%	32
2022 Q4	$268K	Buy	962 +2	+0.2%	+$547	0.27%	31
2022 Q3	$233K	Buy	960 +2	+0.2%	+$581	0.26%	30
2022 Q2	$260K	Buy	958 +3	+0.3%	+$897	0.28%	29
2022 Q1	$322K	Buy	955 +1	+0.1%	+$336	0.3%	29
2021 Q4	$372K	Buy	+954	New	+$368K	0.32%	25

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Shearwater Capital's MCO Position: Q2 2026 in Review

Shearwater Capital held its Moody's (MCO) position steady in Q2 2026 at 964 shares worth $437K. The position accounts for 0.21% of the portfolio, ranked #44.

Shearwater Capital first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $493K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Shearwater Capital held 964 shares of Moody's worth $437K as of Q2 2026.
Shearwater Capital left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.21% of Shearwater Capital's portfolio in Q2 2026, its #44 holding.
Shearwater Capital first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
Shearwater Capital's Moody's position peaked at $493K in Q4 2025.
262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.