Woodmont Investment Counsel’s Moody's MCO Stock Holding History

Woodmont Investment Counsel’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	$368K	Buy	812 +8	+1%	+$3.59K	0.02%	228
2026 Q1	$351K	Sell	804 -6	-0.7%	-$2.84K	0.02%	218
2025 Q4	$414K	Hold	810	–	–	0.03%	200
2025 Q3	$386K	Buy	810 +5	+0.6%	+$2.52K	0.03%	204
2025 Q2	$404K	Buy	805 +5	+0.6%	+$2.32K	0.03%	216
2025 Q1	$373K	Hold	800	–	–	0.03%	214
2024 Q4	$379K	Hold	800	–	–	0.03%	205
2024 Q3	$380K	Hold	800	–	–	0.03%	199
2024 Q2	$337K	Hold	800	–	–	0.03%	202
2024 Q1	$314K	Sell	800 -5	-0.6%	-$1.93K	0.03%	213
2023 Q4	$314K	Buy	805 +5	+0.6%	+$1.74K	0.03%	202
2023 Q3	$253K	Hold	800	–	–	0.03%	208
2023 Q2	$278K	Hold	800	–	–	0.03%	202
2023 Q1	$245K	Hold	800	–	–	0.03%	218
2022 Q4	$223K	Buy	+800	New	+$219K	0.03%	234
2022 Q3	–	Sell	-800	Closed	-$218K	–	245
2022 Q2	$218K	Hold	800	–	–	0.03%	230
2022 Q1	$270K	Hold	800	–	–	0.03%	219
2021 Q4	$312K	Hold	800	–	–	0.04%	179
2021 Q3	$284K	Hold	800	–	–	0.04%	178
2021 Q2	$290K	Hold	800	–	–	0.05%	168
2021 Q1	$239K	Hold	800	–	–	0.04%	176
2020 Q4	$232K	Hold	800	–	–	0.04%	160
2020 Q3	$232K	Hold	800	–	–	0.05%	157
2020 Q2	$220K	Buy	+800	New	+$203K	0.05%	164
2016 Q4	–	Sell	-800	Closed	-$87K	–	444
2016 Q3	$87K	Buy	+800	New	+$84.1K	0.03%	217
2016 Q2	–	Sell	-800	Closed	-$77K	–	345
2016 Q1	$77K	Hold	800	–	–	0.02%	227
2015 Q4	$80K	Hold	800	–	–	0.02%	229
2015 Q3	$79K	Hold	800	–	–	0.02%	232
2015 Q2	$86K	Buy	+800	New	+$86.1K	0.02%	227

Other funds holding MCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Woodmont Investment Counsel's MCO Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Moody's (MCO) stake by 1% in Q2 2026, buying an estimated $3.59K and bringing the position to 812 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #228.

Woodmont Investment Counsel first reported a position in MCO in Q2 2015 and has held it in 29 quarters since. The position peaked at $414K in Q4 2025. 773 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

Woodmont Investment Counsel held 812 shares of Moody's worth $368K as of Q2 2026.
Woodmont Investment Counsel bought 8 Moody's shares in Q2 2026, an estimated $3.59K.
Moody's made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #228 holding.
Woodmont Investment Counsel first reported a position in Moody's in Q2 2015 and has held it in 29 quarters since.
Woodmont Investment Counsel's Moody's position peaked at $414K in Q4 2025.
773 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.