Stonebridge Capital Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$906K Hold
2,000
0.44% 43
2026
Q1
$873K Buy
+2,000
New +$946K 0.4% 45
2025
Q2
$1M Hold
2,000
0.39% 43
2025
Q1
$931K Hold
2,000
0.4% 43
2024
Q4
$947K Hold
2,000
0.39% 43
2024
Q3
$949K Hold
2,000
0.38% 44
2024
Q2
$842K Hold
2,000
0.36% 46
2024
Q1
$786K Hold
2,000
0.35% 46
2023
Q4
$781K Hold
2,000
0.38% 46
2023
Q3
$632K Hold
2,000
0.35% 47
2023
Q2
$695K Hold
2,000
0.32% 50
2023
Q1
$612K Hold
2,000
0.29% 54
2022
Q4
$557K Hold
2,000
0.27% 56
2022
Q3
$486K Hold
2,000
0.25% 57
2022
Q2
$544K Hold
2,000
0.25% 59
2022
Q1
$675K Hold
2,000
0.24% 58
2021
Q4
$781K Hold
2,000
0.27% 57
2021
Q3
$710K Hold
2,000
0.26% 55
2021
Q2
$725K Hold
2,000
0.26% 55
2021
Q1
$597K Hold
2,000
0.23% 60
2020
Q4
$580K Hold
2,000
0.24% 58
2020
Q3
$580K Hold
2,000
0.27% 54
2020
Q2
$557K Hold
2,000
0.29% 53
2020
Q1
$423K Hold
2,000
0.24% 64
2019
Q4
$475K Hold
2,000
0.21% 70
2019
Q3
$410K Hold
2,000
0.19% 71
2019
Q2
$391K Hold
2,000
0.15% 86
2019
Q1
$362K Hold
2,000
0.13% 101
2018
Q4
$280K Hold
2,000
0.11% 103
2018
Q3
$334K Hold
2,000
0.11% 101
2018
Q2
$342K Hold
2,000
0.12% 98
2018
Q1
$326K Hold
2,000
0.12% 100
2017
Q4
$315K Hold
2,000
0.11% 104
2017
Q3
$278K Hold
2,000
0.1% 111
2017
Q2
$243K Hold
2,000
0.09% 118
2017
Q1
$224K Buy
+2,000
New +$214K 0.09% 113
2016
Q4
Sell
-2,000
Closed -$217K 135
2016
Q3
$217K Buy
+2,000
New +$210K 0.09% 108
2016
Q1
Sell
-2,000
Closed -$201K 163
2015
Q4
$201K Buy
+2,000
New +$200K 0.09% 153
2015
Q3
Sell
-2,000
Closed -$216K 165
2015
Q2
$216K Hold
2,000
0.09% 149
2015
Q1
$208K Buy
+2,000
New +$193K 0.08% 154

Other funds holding MCO

Stonebridge Capital Management's MCO Position: Q2 2026 in Review

Stonebridge Capital Management held its Moody's (MCO) position steady in Q2 2026 at 2,000 shares worth $906K. The position accounts for 0.44% of the portfolio, ranked #43.

Stonebridge Capital Management first reported a position in MCO in Q1 2015 and has held it in 40 quarters since. The position peaked at $1M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Stonebridge Capital Management held 2,000 shares of Moody's worth $906K as of Q2 2026.
  • Stonebridge Capital Management left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.44% of Stonebridge Capital Management's portfolio in Q2 2026, its #43 holding.
  • Stonebridge Capital Management first reported a position in Moody's in Q1 2015 and has held it in 40 quarters since.
  • Stonebridge Capital Management's Moody's position peaked at $1M in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Stonebridge Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.