Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.72M Buy
3,797
+564
+17% +$253K 0.42% 71
2026
Q1
$1.41M Buy
3,233
+246
+8% +$116K 0.37% 67
2025
Q4
$1.53M Buy
2,987
+2,975
+24,792% +$1.45M 0.37% 70
2025
Q3
$6K Buy
12
+2
+20% +$1.01K ﹤0.01% 226
2025
Q2
$5K Hold
10
﹤0.01% 230
2025
Q1
$5K Buy
+10
New +$4.82K ﹤0.01% 223
2024
Q3
Sell
-173
Closed -$73K 337
2024
Q2
$73K Buy
173
+48
+38% +$19.1K 0.01% 282
2024
Q1
$49K Sell
125
-86
-41% -$33.2K ﹤0.01% 358
2023
Q4
$82K Buy
211
+201
+2,010% +$69.9K 0.01% 301
2023
Q3
$3K Buy
+10
New +$3.4K ﹤0.01% 346
2022
Q4
Sell
-294
Closed -$71K 429
2022
Q3
$71K Sell
294
-530
-64% -$154K 0.01% 320
2022
Q2
$224K Buy
+824
New +$247K 0.01% 227

Other funds holding MCO

TOBAM's MCO Position: Q2 2026 in Review

TOBAM increased its Moody's (MCO) stake by 17% in Q2 2026, buying an estimated $253K and bringing the position to 3,797 shares worth $1.72M. The position accounts for 0.42% of the portfolio, ranked #71.

TOBAM first reported a position in MCO in Q2 2022 and has held it in 12 quarters since. 1,410 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • TOBAM held 3,797 shares of Moody's worth $1.72M as of Q2 2026.
  • TOBAM bought 564 Moody's shares in Q2 2026, an estimated $253K.
  • Moody's made up 0.42% of TOBAM's portfolio in Q2 2026, its #71 holding.
  • TOBAM first reported a position in Moody's in Q2 2022 and has held it in 12 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.