Advisors Capital 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
$344K Buy
758
+86
+13% +$38.6K ﹤0.01% 500
2026
Q1
$293K Sell
672
-39
-5% -$18.4K ﹤0.01% 485
2025
Q4
$363K Buy
711
+220
+45% +$107K ﹤0.01% 466
2025
Q3
$234K Buy
491
+56
+13% +$28.2K ﹤0.01% 504
2025
Q2
$218K Buy
+435
New +$201K ﹤0.01% 490

Other funds holding MCO

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

Advisors Capital Management increased its Moody's (MCO) stake by 13% in Q2 2026, buying an estimated $38.6K and bringing the position to 758 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Advisors Capital Management first reported a position in MCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Advisors Capital Management held 758 shares of Moody's worth $344K as of Q2 2026.
  • Advisors Capital Management bought 86 Moody's shares in Q2 2026, an estimated $38.6K.
  • Moody's made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #500 holding.
  • Advisors Capital Management first reported a position in Moody's in Q2 2025 and has held it in 5 quarters since.
  • Advisors Capital Management's Moody's position peaked at $363K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.