Allworth Financial’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 | $1.18M | Buy |
2,614
+636
| +32% | +$286K | 0.01% | 685 |
|
|
2026
Q1 | $863K | Buy |
1,978
+367
| +23% | +$174K | ﹤0.01% | 755 |
|
|
2025
Q4 | $823K | Buy |
1,611
+196
| +14% | +$95.6K | ﹤0.01% | 749 |
|
|
2025
Q3 | $674K | Buy |
1,415
+129
| +10% | +$65K | ﹤0.01% | 781 |
|
|
2025
Q2 | $645K | Buy |
1,286
+201
| +19% | +$93.1K | ﹤0.01% | 764 |
|
|
2025
Q1 | $477K | Buy |
1,085
+84
| +8% | +$40.5K | ﹤0.01% | 696 |
|
|
2024
Q4 | $485K | Buy |
1,001
+43
| +4% | +$20.5K | ﹤0.01% | 702 |
|
|
2024
Q3 | $455K | Sell |
958
-7
| -0.7% | -$3.24K | ﹤0.01% | 599 |
|
|
2024
Q2 | $427K | Buy |
965
+329
| +52% | +$131K | ﹤0.01% | 605 |
|
|
2024
Q1 | $250K | Buy |
636
+5
| +0.8% | +$1.93K | ﹤0.01% | 713 |
|
|
2023
Q4 | $246K | Buy |
631
+143
| +29% | +$49.7K | ﹤0.01% | 682 |
|
|
2023
Q3 | $154K | Buy |
488
+10
| +2% | +$3.4K | ﹤0.01% | 754 |
|
|
2023
Q2 | $166K | Sell |
478
-6
| -1% | -$1.9K | ﹤0.01% | 746 |
|
|
2023
Q1 | $148K | Buy |
484
+37
| +8% | +$11.2K | ﹤0.01% | 724 |
|
|
2022
Q4 | $125K | Buy |
447
+139
| +45% | +$38K | ﹤0.01% | 752 |
|
|
2022
Q3 | $75K | Sell |
308
-158
| -34% | -$45.9K | ﹤0.01% | 843 |
|
|
2022
Q2 | $127K | Buy |
466
+38
| +9% | +$11.4K | ﹤0.01% | 655 |
|
|
2022
Q1 | $144K | Buy |
428
+75
| +21% | +$25.2K | ﹤0.01% | 628 |
|
|
2021
Q4 | $138K | Buy |
353
+51
| +17% | +$19.7K | ﹤0.01% | 612 |
|
|
2021
Q3 | $107K | Buy |
+302
| New | +$114K | ﹤0.01% | 598 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$119K | – | 1625 |
|
|
2021
Q1 | $119K | Hold |
400
| – | – | ﹤0.01% | 428 |
|
|
2020
Q4 | $116K | Hold |
400
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $116K | Hold |
400
| – | – | ﹤0.01% | 306 |
|
|
2020
Q2 | $110K | Hold |
400
| – | – | ﹤0.01% | 303 |
|
|
2020
Q1 | $85K | Hold |
400
| – | – | ﹤0.01% | 328 |
|
|
2019
Q4 | $95K | Buy |
+400
| New | +$88.9K | ﹤0.01% | 287 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$3K | – | 1002 |
|
|
2019
Q1 | $3K | Buy |
+16
| New | +$2.63K | ﹤0.01% | 770 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 955 |
|
|
2018
Q2 | $1K | Buy |
7
+6
| +600% | +$1.02K | ﹤0.01% | 892 |
|
|
2018
Q1 | $0 | Sell |
1
-1
| -50% | -$162 | ﹤0.01% | 847 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | +$293 | ﹤0.01% | 787 |
|
Other funds holding MCO
Allworth Financial's MCO Position: Q2 2026 in Review
Allworth Financial increased its Moody's (MCO) stake by 32% in Q2 2026, buying an estimated $286K and bringing the position to 2,614 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #685.
Allworth Financial first reported a position in MCO in Q4 2017 and has held it in 30 quarters since. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Allworth Financial held 2,614 shares of Moody's worth $1.18M as of Q2 2026.
- Allworth Financial bought 636 Moody's shares in Q2 2026, an estimated $286K.
- Moody's made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #685 holding.
- Allworth Financial first reported a position in Moody's in Q4 2017 and has held it in 30 quarters since.
- 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.