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Waldron Private Wealth’s Moody's MCO Stock Holding History

Waldron Private Wealth’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 		$937K Hold
2,069
– – 0.03% 159
2026
Q1 		$903K Buy
2,069
+17
+0.8% +$8.04K 0.04% 154
2025
Q4 		$1.05M Buy
2,052
+3
+0.1% +$1.46K 0.04% 136
2025
Q3 		$976K Sell
2,049
-39
-2% -$19.7K 0.04% 147
2025
Q2 		$1.05M Hold
2,088
– – 0.05% 129
2025
Q1 		$972K Sell
2,088
-799
-28% -$385K 0.05% 132
2024
Q4 		$1.37M Buy
2,887
+6
+0.2% +$2.86K 0.06% 136
2024
Q3 		$1.37M Buy
2,881
+15
+0.5% +$6.95K 0.06% 133
2024
Q2 		$1.21M Buy
2,866
+208
+8% +$82.8K 0.05% 139
2024
Q1 		$1.04M Sell
2,658
-892
-25% -$344K 0.05% 157
2023
Q4 		$1.39M Buy
3,550
+76
+2% +$26.4K 0.07% 120
2023
Q3 		$1.1M Sell
3,474
-5
-0.1% -$1.7K 0.06% 141
2023
Q2 		$1.21M Buy
3,479
+16
+0.5% +$5.07K 0.06% 131
2023
Q1 		$1.06M Buy
3,463
+778
+29% +$235K 0.05% 160
2022
Q4 		$652K Hold
2,685
– – 0.04% 205
2022
Q3 		$652K Buy
2,685
+359
+15% +$104K 0.04% 205
2022
Q2 		$632K Sell
2,326
-12
-0.5% -$3.59K 0.04% 214
2022
Q1 		$788K Buy
2,338
+68
+3% +$22.9K 0.04% 204
2021
Q4 		$886K Hold
2,270
– – 0.04% 194
2021
Q3 		$806K Buy
2,270
+244
+12% +$91.9K 0.05% 172
2021
Q2 		$734K Hold
2,026
– – 0.05% 169
2021
Q1 		$604K Hold
2,026
– – 0.04% 175
2020
Q4 		$588K Sell
2,026
-22
-1% -$6.15K 0.04% 166
2020
Q3 		$593K Buy
2,048
+52
+3% +$14.8K 0.05% 151
2020
Q2 		$548K Buy
1,996
+55
+3% +$14K 0.05% 151
2020
Q1 		$410K Hold
1,941
– – 0.04% 158
2019
Q4 		$460K Hold
1,941
– – 0.04% 170
2019
Q3 		$397K Buy
+1,941
New +$407K 0.04% 163

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

Waldron Private Wealth's MCO Position: Q2 2026 in Review

Waldron Private Wealth held its Moody's (MCO) position steady in Q2 2026 at 2,069 shares worth $937K. The position accounts for 0.03% of the portfolio, ranked #159.

Waldron Private Wealth first reported a position in MCO in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.39M in Q4 2023. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Waldron Private Wealth held 2,069 shares of Moody's worth $937K as of Q2 2026.
  • Waldron Private Wealth left its Moody's share count unchanged in Q2 2026.
  • Moody's made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #159 holding.
  • Waldron Private Wealth first reported a position in Moody's in Q3 2019 and has held it in 28 quarters since.
  • Waldron Private Wealth's Moody's position peaked at $1.39M in Q4 2023.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.