Advisory Alpha’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
$1.61M Buy
3,547
+415
+13% +$186K 0.04% 153
2026
Q1
$1.37M Buy
3,132
+339
+12% +$160K 0.04% 157
2025
Q4
$1.43M Buy
2,793
+289
+12% +$141K 0.04% 151
2025
Q3
$1.21M Buy
2,504
+385
+18% +$194K 0.03% 155
2025
Q2
$1.06M Buy
2,119
+342
+19% +$158K 0.03% 161
2025
Q1
$828K Buy
1,777
+384
+28% +$185K 0.03% 179
2024
Q4
$660K Buy
1,393
+171
+14% +$81.6K 0.02% 194
2024
Q3
$580K Buy
1,222
+254
+26% +$118K 0.02% 212
2024
Q2
$408K Buy
968
+154
+19% +$61.3K 0.02% 245
2024
Q1
$320K Buy
814
+251
+45% +$96.8K 0.01% 286
2023
Q4
$220K Buy
+563
New +$196K 0.01% 318
2019
Q4
Sell
-9
Closed -$1.89K 864
2019
Q3
$1.89K Buy
+9
New +$1.89K ﹤0.01% 654
2019
Q2
Sell
-3
Closed -$567 430
2019
Q1
$567 Buy
+3
New +$493 ﹤0.01% 651

Other funds holding MCO

Advisory Alpha's MCO Position: Q2 2026 in Review

Advisory Alpha increased its Moody's (MCO) stake by 13% in Q2 2026, buying an estimated $186K and bringing the position to 3,547 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #153.

Advisory Alpha first reported a position in MCO in Q1 2019 and has held it in 13 quarters since. 1,411 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Advisory Alpha held 3,547 shares of Moody's worth $1.61M as of Q2 2026.
  • Advisory Alpha bought 415 Moody's shares in Q2 2026, an estimated $186K.
  • Moody's made up 0.04% of Advisory Alpha's portfolio in Q2 2026, its #153 holding.
  • Advisory Alpha first reported a position in Moody's in Q1 2019 and has held it in 13 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.