Addison Advisors’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$111K Sell
244
-888
-78% -$399K 0.05% 173
2026
Q1
$494K Sell
1,132
-50
-4% -$23.7K 0.11% 130
2025
Q4
$604K Buy
1,182
+4
+0.3% +$1.95K 0.14% 113
2025
Q3
$561K Sell
1,178
-173
-13% -$87.2K 0.13% 117
2025
Q2
$678K Buy
1,351
+530
+65% +$245K 0.17% 104
2025
Q1
$382K Buy
821
+10
+1% +$4.82K 0.1% 130
2024
Q4
$384K Sell
811
-5
-0.6% -$2.39K 0.11% 129
2024
Q3
$387K Hold
816
0.11% 134
2024
Q2
$343K Buy
816
+21
+3% +$8.36K 0.11% 135
2024
Q1
$312K Buy
795
+14
+2% +$5.4K 0.11% 137
2023
Q4
$305K Buy
781
+15
+2% +$5.21K 0.12% 128
2023
Q3
$242K Buy
766
+29
+4% +$9.87K 0.11% 131
2023
Q2
$256K Buy
737
+40
+6% +$12.7K 0.13% 125
2023
Q1
$213K Buy
697
+58
+9% +$17.5K 0.12% 134
2022
Q4
$178K Buy
639
+549
+610% +$150K 0.11% 140
2022
Q3
$22K Buy
+90
New +$26.1K 0.01% 342
2022
Q2
Sell
-332
Closed -$112K 731
2022
Q1
$112K Buy
332
+329
+10,967% +$111K 0.06% 198
2021
Q4
$1K Buy
+3
New +$1.16K ﹤0.01% 608

Other funds holding MCO

Addison Advisors's MCO Position: Q2 2026 in Review

Addison Advisors reduced its Moody's (MCO) stake by 78% in Q2 2026, selling an estimated $399K and leaving 244 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #173.

Addison Advisors first reported a position in MCO in Q4 2021 and has held it in 18 quarters since. The position peaked at $678K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Addison Advisors held 244 shares of Moody's worth $111K as of Q2 2026.
  • Addison Advisors sold 888 Moody's shares in Q2 2026, an estimated $399K.
  • Moody's made up 0.05% of Addison Advisors's portfolio in Q2 2026, its #173 holding.
  • Addison Advisors first reported a position in Moody's in Q4 2021 and has held it in 18 quarters since.
  • Addison Advisors's Moody's position peaked at $678K in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.