Walter Public Investments’s Moody's MCO Stock Holding History

Walter Public 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	$5.37M	Sell	11,862 -9,852	-45%	-$4.42M	1.29%	32
2026 Q1	$9.47M	Sell	21,714 -23,859	-52%	-$11.3M	2.27%	19
2025 Q4	$23.3M	Sell	45,573 -630	-1%	-$307K	4.12%	5
2025 Q3	$22M	Sell	46,203 -407	-0.9%	-$205K	3.62%	12
2025 Q2	$23.4M	Buy	46,610 +2,391	+5%	+$1.11M	3.96%	9
2025 Q1	$20.6M	Buy	44,219 +2,347	+6%	+$1.13M	3.84%	8
2024 Q4	$19.8M	Sell	41,872 -3,333	-7%	-$1.59M	3.54%	12
2024 Q3	$21.5M	Buy	45,205 +1,365	+3%	+$633K	3.74%	9
2024 Q2	$18.5M	Sell	43,840 -65	-0.1%	-$25.9K	3.53%	10
2024 Q1	$17.3M	Buy	43,905 +6,833	+18%	+$2.63M	3.37%	11
2023 Q4	$14.5M	Buy	37,072 +7,250	+24%	+$2.52M	3.04%	20
2023 Q3	$9.43M	Sell	29,822 -678	-2%	-$231K	2.23%	24
2023 Q2	$10.6M	Buy	+30,500	New	+$9.67M	2.36%	23

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Walter Public Investments's MCO Position: Q2 2026 in Review

Walter Public Investments reduced its Moody's (MCO) stake by 45% in Q2 2026, selling an estimated $4.42M and leaving 11,862 shares worth $5.37M. The position accounts for 1.29% of the portfolio, ranked #32.

Walter Public Investments first reported a position in MCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.4M in Q2 2025. 662 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Walter Public Investments held 11,862 shares of Moody's worth $5.37M as of Q2 2026.
Walter Public Investments sold 9,852 Moody's shares in Q2 2026, an estimated $4.42M.
Moody's made up 1.29% of Walter Public Investments's portfolio in Q2 2026, its #32 holding.
Walter Public Investments first reported a position in Moody's in Q2 2023 and has held it in 13 quarters since.
Walter Public Investments's Moody's position peaked at $23.4M in Q2 2025.
662 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.