Advisors Asset Management’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 | $3.23M | Buy |
7,136
+1,208
| +20% | +$543K | 0.05% | 478 |
|
|
2026
Q1 | $2.59M | Buy |
5,928
+988
| +20% | +$467K | 0.04% | 525 |
|
|
2025
Q4 | $2.52M | Buy |
4,940
+1,345
| +37% | +$656K | 0.04% | 524 |
|
|
2025
Q3 | $1.71M | Buy |
3,595
+2,132
| +146% | +$1.07M | 0.03% | 639 |
|
|
2025
Q2 | $734K | Buy |
+1,463
| New | +$678K | 0.01% | 865 |
|
|
2023
Q1 | – | Sell |
-741
| Closed | -$206K | – | 1477 |
|
|
2022
Q4 | $206K | Sell |
741
-206
| -22% | -$56.3K | ﹤0.01% | 1122 |
|
|
2022
Q3 | $230K | Sell |
947
-431
| -31% | -$125K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $375K | Buy |
+1,378
| New | +$412K | 0.01% | 1021 |
|
|
2022
Q1 | – | Sell |
-1,670
| Closed | -$652K | – | 772 |
|
|
2021
Q4 | $652K | Sell |
1,670
-40
| -2% | -$15.4K | 0.01% | 936 |
|
|
2021
Q3 | $607K | Sell |
1,710
-3
| -0.2% | -$1.13K | 0.01% | 946 |
|
|
2021
Q2 | $621K | Buy |
1,713
+454
| +36% | +$151K | 0.01% | 953 |
|
|
2021
Q1 | $376K | Buy |
1,259
+581
| +86% | +$164K | 0.01% | 1078 |
|
|
2020
Q4 | $197K | Sell |
678
-567
| -46% | -$159K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $361K | Buy |
1,245
+140
| +13% | +$40K | 0.01% | 1010 |
|
|
2020
Q2 | $304K | Sell |
1,105
-1,266
| -53% | -$322K | 0.01% | 1057 |
|
|
2020
Q1 | $501K | Sell |
2,371
-169
| -7% | -$41.1K | 0.01% | 821 |
|
|
2019
Q4 | $603K | Sell |
2,540
-92
| -3% | -$20.4K | 0.01% | 930 |
|
|
2019
Q3 | $539K | Sell |
2,632
-241
| -8% | -$50.5K | 0.01% | 953 |
|
|
2019
Q2 | $561K | Buy |
2,873
+333
| +13% | +$63.2K | 0.01% | 968 |
|
|
2019
Q1 | $460K | Buy |
2,540
+439
| +21% | +$72.1K | 0.01% | 1005 |
|
|
2018
Q4 | $294K | Buy |
2,101
+487
| +30% | +$73.5K | 0.01% | 1119 |
|
|
2018
Q3 | $270K | Buy |
1,614
+1,312
| +434% | +$231K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $52K | Buy |
+302
| New | +$51.1K | ﹤0.01% | 1417 |
|
|
2018
Q1 | – | Sell |
-175
| Closed | -$26K | – | 1551 |
|
|
2017
Q4 | $26K | Sell |
175
-25
| -13% | -$3.66K | ﹤0.01% | 1436 |
|
|
2017
Q3 | $28K | Sell |
200
-15,352
| -99% | -$2.02M | ﹤0.01% | 1445 |
|
|
2017
Q2 | $1.89M | Sell |
15,552
-3,495
| -18% | -$409K | 0.03% | 656 |
|
|
2017
Q1 | $2.13M | Sell |
19,047
-2,719
| -12% | -$292K | 0.04% | 612 |
|
|
2016
Q4 | $2.05M | Sell |
21,766
-2,837
| -12% | -$286K | 0.03% | 635 |
|
|
2016
Q3 | $2.66M | Sell |
24,603
-14,433
| -37% | -$1.52M | 0.04% | 535 |
|
|
2016
Q2 | $3.66M | Sell |
39,036
-4,550
| -10% | -$440K | 0.06% | 455 |
|
|
2016
Q1 | $4.21M | Sell |
43,586
-7,833
| -15% | -$704K | 0.07% | 398 |
|
|
2015
Q4 | $5.16M | Buy |
51,419
+12,151
| +31% | +$1.22M | 0.08% | 349 |
|
|
2015
Q3 | $3.86M | Sell |
39,268
-541
| -1% | -$57.6K | 0.06% | 425 |
|
|
2015
Q2 | $4.3M | Sell |
39,809
-3,251
| -8% | -$350K | 0.06% | 433 |
|
|
2015
Q1 | $4.47M | Sell |
43,060
-914
| -2% | -$88.3K | 0.06% | 410 |
|
|
2014
Q4 | $4.21M | Buy |
43,974
+5,514
| +14% | +$535K | 0.06% | 405 |
|
|
2014
Q3 | $3.63M | Buy |
38,460
+7,389
| +24% | +$677K | 0.05% | 421 |
|
|
2014
Q2 | $2.72M | Buy |
31,071
+4,815
| +18% | +$397K | 0.04% | 503 |
|
|
2014
Q1 | $2.08M | Buy |
26,256
+10,719
| +69% | +$839K | 0.03% | 542 |
|
|
2013
Q4 | $1.22M | Buy |
15,537
+6,703
| +76% | +$491K | 0.02% | 688 |
|
|
2013
Q3 | $621K | Buy |
8,834
+7,634
| +636% | +$501K | 0.01% | 825 |
|
|
2013
Q2 | $73K | Buy |
+1,200
| New | +$72.8K | ﹤0.01% | 1406 |
|
Other funds holding MCO
Advisors Asset Management's MCO Position: Q2 2026 in Review
Advisors Asset Management increased its Moody's (MCO) stake by 20% in Q2 2026, buying an estimated $543K and bringing the position to 7,136 shares worth $3.23M. The position accounts for 0.05% of the portfolio, ranked #478.
Advisors Asset Management first reported a position in MCO in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.16M in Q4 2015. 1,407 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Advisors Asset Management held 7,136 shares of Moody's worth $3.23M as of Q2 2026.
- Advisors Asset Management bought 1,208 Moody's shares in Q2 2026, an estimated $543K.
- Moody's made up 0.05% of Advisors Asset Management's portfolio in Q2 2026, its #478 holding.
- Advisors Asset Management first reported a position in Moody's in Q2 2013 and has held it in 42 quarters since.
- Advisors Asset Management's Moody's position peaked at $5.16M in Q4 2015.
- 1,407 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.