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Value Partners Investments’s Moody's MCO Stock Holding History

Value Partners Investments’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 		– Sell
-5,931
Closed -$2.58M – 109
2026
Q1 		$2.58M Buy
5,931
+374
+7% +$177K 0.2% 56
2025
Q4 		$2.84M Buy
5,557
+62
+1% +$30.3K 0.22% 50
2025
Q3 		$2.62M Sell
5,495
-7
-0.1% -$3.53K 0.21% 52
2025
Q2 		$2.76M Buy
5,502
+320
+6% +$148K 0.22% 52
2025
Q1 		$2.41M Sell
5,182
-5,258
-50% -$2.53M 0.21% 50
2024
Q4 		$6.02M Buy
10,440
+364
+4% +$174K 1.39% 26
2024
Q3 		$5.63M Buy
10,076
+5,345
+113% +$2.48M 0.19% 43
2024
Q2 		$1.99M Buy
4,731
+540
+13% +$215K 0.17% 42
2024
Q1 		$1.65M Buy
4,191
+344
+9% +$133K 0.13% 48
2023
Q4 		$1.5M Buy
3,847
+269
+8% +$93.5K 0.12% 45
2023
Q3 		$1.14M Buy
3,578
+261
+8% +$88.8K 0.09% 51
2023
Q2 		$1.15M Buy
3,317
+118
+4% +$37.4K 0.09% 46
2023
Q1 		$978K Buy
3,199
+50
+2% +$15.1K 0.08% 46
2022
Q4 		$877K Buy
3,149
+97
+3% +$26.5K 0.08% 47
2022
Q3 		$742K Buy
3,052
+589
+24% +$171K 0.07% 49
2022
Q2 		$668K Buy
2,463
+331
+16% +$99K 0.06% 49
2022
Q1 		$720K Buy
2,132
+307
+17% +$103K 0.06% 46
2021
Q4 		$711K Buy
1,825
+455
+33% +$175K 0.06% 57
2021
Q3 		$484K Buy
1,370
+72
+6% +$27.1K 0.04% 61
2021
Q2 		$470K Buy
1,298
+144
+12% +$47.9K 0.04% 51
2021
Q1 		$344K Buy
+1,154
New +$325K 0.03% 59

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

Value Partners Investments's MCO Position: Q2 2026 in Review

Value Partners Investments sold out of Moody's (MCO) in Q2 2026, closing a stake of 5,931 shares — an estimated $2.58M sold.

Value Partners Investments first reported a position in MCO in Q1 2021 and held it in 21 quarters. The position peaked at $6.02M in Q4 2024. 268 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Value Partners Investments reported no remaining Moody's position as of Q2 2026 after selling out during the quarter.
  • Value Partners Investments sold 5,931 Moody's shares in Q2 2026, an estimated $2.58M.
  • Value Partners Investments first reported a position in Moody's in Q1 2021 and held it in 21 quarters.
  • Value Partners Investments's Moody's position peaked at $6.02M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.