Anchor Investment 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
Q1 | $1.11M | Hold |
2,538
| – | – | 0.09% | 183 |
|
|
2025
Q4 | $1.3M | Hold |
2,538
| – | – | 0.11% | 171 |
|
|
2025
Q3 | $1.21M | Hold |
2,538
| – | – | 0.1% | 174 |
|
|
2025
Q2 | $1.27M | Buy |
2,538
+6
| +0.2% | +$2.78K | 0.11% | 166 |
|
|
2025
Q1 | $1.18M | Hold |
2,532
| – | – | 0.11% | 176 |
|
|
2024
Q4 | $1.2M | Sell |
2,532
-520
| -17% | -$248K | 0.11% | 166 |
|
|
2024
Q3 | $1.45M | Hold |
3,052
| – | – | 0.14% | 157 |
|
|
2024
Q2 | $1.28M | Hold |
3,052
| – | – | 0.13% | 154 |
|
|
2024
Q1 | $1.2M | Buy |
3,052
+12
| +0.4% | +$4.63K | 0.13% | 160 |
|
|
2023
Q4 | $1.19M | Sell |
3,040
-80
| -3% | -$27.8K | 0.14% | 156 |
|
|
2023
Q3 | $986K | Hold |
3,120
| – | – | 0.13% | 160 |
|
|
2023
Q2 | $1.08M | Hold |
3,120
| – | – | 0.14% | 150 |
|
|
2023
Q1 | $955K | Hold |
3,120
| – | – | 0.13% | 163 |
|
|
2022
Q4 | $869K | Hold |
3,120
| – | – | 0.12% | 170 |
|
|
2022
Q3 | $759K | Sell |
3,120
-200
| -6% | -$58.1K | 0.12% | 169 |
|
|
2022
Q2 | $903K | Hold |
3,320
| – | – | 0.13% | 162 |
|
|
2022
Q1 | $1.12M | Hold |
3,320
| – | – | 0.14% | 157 |
|
|
2021
Q4 | $1.3M | Hold |
3,320
| – | – | 0.16% | 140 |
|
|
2021
Q3 | $1.18M | Hold |
3,320
| – | – | 0.16% | 139 |
|
|
2021
Q2 | $1.2M | Sell |
3,320
-110
| -3% | -$36.6K | 0.17% | 137 |
|
|
2021
Q1 | $1.02M | Buy |
3,430
+220
| +7% | +$62K | 0.16% | 141 |
|
|
2020
Q4 | $932K | Buy |
3,210
+175
| +6% | +$48.9K | 0.17% | 135 |
|
|
2020
Q3 | $880K | Buy |
3,035
+35
| +1% | +$9.99K | 0.18% | 126 |
|
|
2020
Q2 | $824K | Hold |
3,000
| – | – | 0.18% | 132 |
|
|
2020
Q1 | $635K | Hold |
3,000
| – | – | 0.16% | 140 |
|
|
2019
Q4 | $712K | Hold |
3,000
| – | – | 0.15% | 147 |
|
|
2019
Q3 | $614K | Hold |
3,000
| – | – | 0.14% | 155 |
|
|
2019
Q2 | $586K | Hold |
3,000
| – | – | 0.14% | 153 |
|
|
2019
Q1 | $543K | Hold |
3,000
| – | – | 0.14% | 156 |
|
|
2018
Q4 | $420K | Hold |
3,000
| – | – | 0.12% | 178 |
|
|
2018
Q3 | $502K | Hold |
3,000
| – | – | 0.11% | 178 |
|
|
2018
Q2 | $512K | Hold |
3,000
| – | – | 0.13% | 174 |
|
|
2018
Q1 | $484K | Hold |
3,000
| – | – | 0.13% | 176 |
|
|
2017
Q4 | $443K | Hold |
3,000
| – | – | 0.12% | 184 |
|
|
2017
Q3 | $418K | Hold |
3,000
| – | – | 0.12% | 176 |
|
|
2017
Q2 | $365K | Hold |
3,000
| – | – | 0.12% | 177 |
|
|
2017
Q1 | $336K | Hold |
3,000
| – | – | 0.12% | 177 |
|
|
2016
Q4 | $283K | Hold |
3,000
| – | – | 0.11% | 177 |
|
|
2016
Q3 | $325K | Hold |
3,000
| – | – | 0.13% | 173 |
|
|
2016
Q2 | $281K | Hold |
3,000
| – | – | 0.11% | 178 |
|
|
2016
Q1 | $290K | Buy |
+3,000
| New | +$270K | 0.12% | 173 |
|
Other funds holding MCO
VCM
VPM
PAM
Anchor Investment Management's MCO Position: Q1 2026 in Review
Anchor Investment Management held its Moody's (MCO) position steady in Q1 2026 at 2,538 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #183.
Anchor Investment Management first reported a position in MCO in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.45M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Anchor Investment Management held 2,538 shares of Moody's worth $1.11M as of Q1 2026.
- Anchor Investment Management left its Moody's share count unchanged in Q1 2026.
- Moody's made up 0.09% of Anchor Investment Management's portfolio in Q1 2026, its #183 holding.
- Anchor Investment Management first reported a position in Moody's in Q1 2016 and has held it in 41 quarters since.
- Anchor Investment Management's Moody's position peaked at $1.45M in Q3 2024.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.