Silvia McColl Wealth Management’s Moody's MCO Stock Holding History

Silvia McColl Wealth Management’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	$336K	Hold	742	–	–	0.2%	90
2026 Q1	$324K	Hold	742	–	–	0.21%	93
2025 Q4	$379K	Hold	742	–	–	0.25%	83
2025 Q3	$354K	Hold	742	–	–	0.24%	86
2025 Q2	$372K	Hold	742	–	–	0.27%	80
2025 Q1	$346K	Hold	742	–	–	0.26%	79
2024 Q4	$351K	Hold	742	–	–	0.26%	78
2024 Q3	$352K	Hold	742	–	–	0.26%	78
2024 Q2	$312K	Hold	742	–	–	0.26%	80
2024 Q1	$285K	Hold	742	–	–	0.24%	81
2023 Q4	$290K	Hold	742	–	–	0.26%	80
2023 Q3	$235K	Hold	742	–	–	0.23%	85
2023 Q2	$258K	Hold	742	–	–	0.24%	86
2023 Q1	$227K	Hold	742	–	–	0.23%	91
2022 Q4	$207K	Buy	+742	New	+$203K	0.2%	99

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

Silvia McColl Wealth Management's MCO Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Moody's (MCO) position steady in Q2 2026 at 742 shares worth $336K. The position accounts for 0.2% of the portfolio, ranked #90.

Silvia McColl Wealth Management first reported a position in MCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $379K in Q4 2025. 277 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Silvia McColl Wealth Management held 742 shares of Moody's worth $336K as of Q2 2026.
Silvia McColl Wealth Management left its Moody's share count unchanged in Q2 2026.
Moody's made up 0.2% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #90 holding.
Silvia McColl Wealth Management first reported a position in Moody's in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's Moody's position peaked at $379K in Q4 2025.
277 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.