Wolff Wiese Magana’s Moody's MCO Stock Holding History

Wolff Wiese Magana’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	$2.27K	Hold	5	–	–	﹤0.01%	809
2026 Q1	$2.18K	Hold	5	–	–	﹤0.01%	767
2025 Q4	$2.56K	Hold	5	–	–	﹤0.01%	712
2025 Q3	$2.38K	Hold	5	–	–	﹤0.01%	727
2025 Q2	$2.51K	Sell	5 -50	-91%	-$23.2K	﹤0.01%	689
2025 Q1	$25.6K	Buy	55 +50	+1,000%	+$24.1K	0.02%	257
2024 Q4	$2.37K	Hold	5	–	–	﹤0.01%	679
2024 Q3	$2.37K	Hold	5	–	–	﹤0.01%	708
2024 Q2	$2.1K	Hold	5	–	–	﹤0.01%	538
2024 Q1	$1.97K	Hold	5	–	–	﹤0.01%	501
2023 Q4	$1.95K	Hold	5	–	–	﹤0.01%	487
2023 Q3	$1.58K	Hold	5	–	–	﹤0.01%	575
2023 Q2	$1.74K	Hold	5	–	–	﹤0.01%	564
2023 Q1	$1.53K	Hold	5	–	–	﹤0.01%	536
2022 Q4	$1.39K	Buy	5 +2	+67%	+$547	﹤0.01%	539
2022 Q3	$1K	Buy	3 +2	+200%	+$581	﹤0.01%	768
2022 Q2	$0	Buy	+1	New	+$299	﹤0.01%	920
2021 Q3	–	Sell	-3	Closed	-$1K	–	855
2021 Q2	$1K	Buy	+3	New	+$999	﹤0.01%	792

Other funds holding MCO

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Wolff Wiese Magana's MCO Position: Q2 2026 in Review

Wolff Wiese Magana held its Moody's (MCO) position steady in Q2 2026 at 5 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Wolff Wiese Magana first reported a position in MCO in Q2 2021 and has held it in 18 quarters since. The position peaked at $25.6K in Q1 2025. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Wolff Wiese Magana held 5 shares of Moody's worth $2.27K as of Q2 2026.
Wolff Wiese Magana left its Moody's share count unchanged in Q2 2026.
Moody's made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #809 holding.
Wolff Wiese Magana first reported a position in Moody's in Q2 2021 and has held it in 18 quarters since.
Wolff Wiese Magana's Moody's position peaked at $25.6K in Q1 2025.
226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.