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Sterling Investment Management’s Moody's MCO Stock Holding History

Sterling Investment 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 		$7.13M Sell
15,745
-381
-2% -$171K 3.91% 8
2026
Q1 		$7.03M Buy
16,126
+5,257
+48% +$2.49M 4.22% 6
2025
Q4 		$5.55M Buy
10,869
+1,741
+19% +$849K 3.15% 9
2025
Q3 		$4.35M Sell
9,128
-29
-0.3% -$14.6K 2.61% 11
2025
Q2 		$4.59M Buy
9,157
+1,960
+27% +$908K 3.04% 10
2025
Q1 		$3.35M Buy
7,197
+1,860
+35% +$896K 2.39% 14
2024
Q4 		$2.53M Sell
5,337
-67
-1% -$32K 1.98% 17
2024
Q3 		$2.56M Sell
5,404
-317
-6% -$147K 1.95% 18
2024
Q2 		$2.41M Buy
5,721
+1,116
+24% +$444K 1.83% 18
2024
Q1 		$1.81M Buy
4,605
+141
+3% +$54.4K 1.28% 26
2023
Q4 		$1.74M Buy
4,464
+878
+24% +$305K 1.28% 28
2023
Q3 		$1.13M Buy
+3,586
New +$1.22M 1.01% 30
2022
Q3 		– Sell
-3,558
Closed -$968K – 67
2022
Q2 		$968K Sell
3,558
-660
-16% -$197K 0.81% 46
2022
Q1 		$1.42M Sell
4,218
-1,052
-20% -$354K 1% 32
2021
Q4 		$2.06M Sell
5,270
-60
-1% -$23.1K 1.28% 25
2021
Q3 		$1.89M Buy
5,330
+1,275
+31% +$480K 1.21% 27
2021
Q2 		$1.47M Buy
+4,055
New +$1.35M 0.96% 36

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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SP
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

Sterling Investment Management's MCO Position: Q2 2026 in Review

Sterling Investment Management reduced its Moody's (MCO) stake by 2.4% in Q2 2026, selling an estimated $171K and leaving 15,745 shares worth $7.13M. The position accounts for 3.91% of the portfolio, ranked #8.

Sterling Investment Management first reported a position in MCO in Q2 2021 and has held it in 17 quarters since. 358 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Sterling Investment Management held 15,745 shares of Moody's worth $7.13M as of Q2 2026.
  • Sterling Investment Management sold 381 Moody's shares in Q2 2026, an estimated $171K.
  • Moody's made up 3.91% of Sterling Investment Management's portfolio in Q2 2026, its #8 holding.
  • Sterling Investment Management first reported a position in Moody's in Q2 2021 and has held it in 17 quarters since.
  • 358 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.