ALPS 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
Q1
$8.33M Sell
19,103
-99
-0.5% -$46.8K 0.04% 194
2025
Q4
$9.81M Sell
19,202
-70
-0.4% -$34.2K 0.06% 179
2025
Q3
$9.18M Buy
19,272
+5,742
+42% +$2.89M 0.05% 185
2025
Q2
$6.79M Sell
13,530
-189
-1% -$87.5K 0.04% 201
2025
Q1
$6.39M Buy
13,719
+169
+1% +$81.4K 0.04% 198
2024
Q4
$6.41M Sell
13,550
-13
-0.1% -$6.2K 0.04% 200
2024
Q3
$6.44M Sell
13,563
-332
-2% -$154K 0.04% 201
2024
Q2
$5.85M Sell
13,895
-7
-0.1% -$2.79K 0.04% 215
2024
Q1
$5.46M Buy
13,902
+874
+7% +$337K 0.04% 229
2023
Q4
$5.09M Sell
13,028
-143
-1% -$49.7K 0.04% 218
2023
Q3
$4.16M Sell
13,171
-9,940
-43% -$3.38M 0.03% 223
2023
Q2
$8.04M Sell
23,111
-1,137
-5% -$360K 0.07% 152
2023
Q1
$7.42M Sell
24,248
-1,079
-4% -$326K 0.07% 150
2022
Q4
$7.06M Sell
25,327
-1,433
-5% -$392K 0.06% 166
2022
Q3
$6.51M Buy
26,760
+13,804
+107% +$4.01M 0.06% 171
2022
Q2
$3.52M Buy
12,956
+7,575
+141% +$2.27M 0.03% 213
2022
Q1
$1.82M Sell
5,381
-776
-13% -$261K 0.02% 230
2021
Q4
$2.4M Sell
6,157
-262
-4% -$101K 0.03% 258
2021
Q3
$2.28M Sell
6,419
-1,315
-17% -$496K 0.02% 276
2021
Q2
$2.8M Sell
7,734
-538
-7% -$179K 0.02% 230
2021
Q1
$2.47M Buy
8,272
+1,268
+18% +$357K 0.02% 249
2020
Q4
$2.03M Buy
7,004
+1,942
+38% +$543K 0.02% 270
2020
Q3
$1.47M Buy
5,062
+783
+18% +$223K 0.02% 276
2020
Q2
$1.18M Sell
4,279
-219
-5% -$55.6K 0.02% 290
2020
Q1
$951K Buy
4,498
+1,267
+39% +$308K 0.01% 286
2019
Q4
$767K Sell
3,231
-11
-0.3% -$2.44K 0.01% 422
2019
Q3
$664K Sell
3,242
-395
-11% -$82.8K 0.01% 424
2019
Q2
$710K Buy
3,637
+29
+0.8% +$5.5K 0.01% 433
2019
Q1
$653K Sell
3,608
-2,458
-41% -$404K ﹤0.01% 429
2018
Q4
$849K Sell
6,066
-9
-0.1% -$1.36K 0.01% 337
2018
Q3
$1.02M Buy
6,075
+3,949
+186% +$695K 0.01% 398
2018
Q2
$363K Buy
+2,126
New +$360K ﹤0.01% 820
2015
Q1
Sell
-5,820
Closed -$558K 727
2014
Q4
$558K Sell
5,820
-914
-14% -$88.6K ﹤0.01% 365
2014
Q3
$636K Sell
6,734
-997
-13% -$91.4K ﹤0.01% 202
2014
Q2
$678K Buy
7,731
+174
+2% +$14.3K 0.01% 227
2014
Q1
$599K Buy
7,557
+619
+9% +$48.5K 0.01% 257
2013
Q4
$517K Buy
6,938
+3,360
+94% +$246K 0.01% 345
2013
Q3
$252K Buy
+3,578
New +$235K ﹤0.01% 387

Other funds holding MCO

ALPS Advisors's MCO Position: Q1 2026 in Review

ALPS Advisors reduced its Moody's (MCO) stake by 0.52% in Q1 2026, selling an estimated $46.8K and leaving 19,103 shares worth $8.33M. The position accounts for 0.04% of the portfolio, ranked #194.

ALPS Advisors first reported a position in MCO in Q3 2013 and has held it in 38 quarters since. The position peaked at $9.81M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • ALPS Advisors held 19,103 shares of Moody's worth $8.33M as of Q1 2026.
  • ALPS Advisors sold 99 Moody's shares in Q1 2026, an estimated $46.8K.
  • Moody's made up 0.04% of ALPS Advisors's portfolio in Q1 2026, its #194 holding.
  • ALPS Advisors first reported a position in Moody's in Q3 2013 and has held it in 38 quarters since.
  • ALPS Advisors's Moody's position peaked at $9.81M in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.