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Yousif Capital Management’s Moody's MCO Stock Holding History

Yousif Capital Management’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 		$6.69M Sell
14,769
-1,261
-8% -$566K 0.07% 250
2026
Q1 		$6.99M Sell
16,030
-537
-3% -$254K 0.08% 223
2025
Q4 		$8.57M Sell
16,567
-962
-5% -$469K 0.09% 186
2025
Q3 		$8.35M Sell
17,529
-1,022
-6% -$515K 0.09% 202
2025
Q2 		$9.31M Sell
18,551
-125
-0.7% -$57.9K 0.1% 181
2025
Q1 		$8.7M Sell
18,676
-211
-1% -$102K 0.1% 180
2024
Q4 		$8.94M Sell
18,887
-744
-4% -$355K 0.1% 189
2024
Q3 		$9.32M Sell
19,631
-366
-2% -$170K 0.1% 187
2024
Q2 		$8.42M Sell
19,997
-1,778
-8% -$707K 0.1% 189
2024
Q1 		$8.56M Buy
21,775
+1,185
+6% +$457K 0.09% 202
2023
Q4 		$8.04M Sell
20,590
-934
-4% -$325K 0.09% 195
2023
Q3 		$6.81M Sell
21,524
-640
-3% -$218K 0.09% 224
2023
Q2 		$7.71M Buy
22,164
+199
+0.9% +$63.1K 0.09% 197
2023
Q1 		$6.72M Sell
21,965
-1,132
-5% -$342K 0.09% 213
2022
Q4 		$6.44M Buy
23,097
+657
+3% +$180K 0.08% 229
2022
Q3 		$5.46M Sell
22,440
-636
-3% -$185K 0.08% 247
2022
Q2 		$6.28M Sell
23,076
-1,279
-5% -$383K 0.08% 226
2022
Q1 		$8.22M Sell
24,355
-1,896
-7% -$638K 0.09% 212
2021
Q4 		$10.3M Buy
+26,251
New +$10.1M 0.11% 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

Yousif Capital Management's MCO Position: Q2 2026 in Review

Yousif Capital Management reduced its Moody's (MCO) stake by 7.9% in Q2 2026, selling an estimated $566K and leaving 14,769 shares worth $6.69M. The position accounts for 0.07% of the portfolio, ranked #250.

Yousif Capital Management first reported a position in MCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2021. 268 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Yousif Capital Management held 14,769 shares of Moody's worth $6.69M as of Q2 2026.
  • Yousif Capital Management sold 1,261 Moody's shares in Q2 2026, an estimated $566K.
  • Moody's made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #250 holding.
  • Yousif Capital Management first reported a position in Moody's in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Moody's position peaked at $10.3M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.