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West Branch Capital’s Moody's MCO Stock Holding History

West Branch Capital’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 		$453 Hold
1
– – ﹤0.01% 322
2026
Q1 		$437 Hold
1
– – ﹤0.01% 339
2025
Q4 		$511 Hold
1
– – ﹤0.01% 373
2025
Q3 		$477 Hold
1
– – ﹤0.01% 404
2025
Q2 		$502 Hold
1
– – ﹤0.01% 418
2025
Q1 		$466 Hold
1
– – ﹤0.01% 442
2024
Q4 		$474 Hold
1
– – ﹤0.01% 434
2024
Q3 		$475 Buy
+1
New +$463 ﹤0.01% 422

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

West Branch Capital's MCO Position: Q2 2026 in Review

West Branch Capital held its Moody's (MCO) position steady in Q2 2026 at 1 share worth $453. The position accounts for ﹤0.01% of the portfolio, ranked #322.

West Branch Capital first reported a position in MCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $511 in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • West Branch Capital held 1 share of Moody's worth $453 as of Q2 2026.
  • West Branch Capital left its Moody's share count unchanged in Q2 2026.
  • Moody's made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #322 holding.
  • West Branch Capital first reported a position in Moody's in Q3 2024 and has held it in 8 quarters since.
  • West Branch Capital's Moody's position peaked at $511 in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.