Asset Dedication LLC’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 | $22.2K | Buy |
49
+2
| +4% | +$898 | ﹤0.01% | 638 |
|
|
2026
Q1 | $20.5K | Hold |
47
| – | – | ﹤0.01% | 633 |
|
|
2025
Q4 | $24K | Hold |
47
| – | – | ﹤0.01% | 635 |
|
|
2025
Q3 | $22.4K | Hold |
47
| – | – | ﹤0.01% | 659 |
|
|
2025
Q2 | $23.6K | Sell |
47
-2
| -4% | -$926 | ﹤0.01% | 657 |
|
|
2025
Q1 | $22.8K | Sell |
49
-37
| -43% | -$17.8K | ﹤0.01% | 622 |
|
|
2024
Q4 | $40.7K | Hold |
86
| – | – | ﹤0.01% | 512 |
|
|
2024
Q3 | $40.8K | Buy |
86
+39
| +83% | +$18.1K | ﹤0.01% | 540 |
|
|
2024
Q2 | $19.8K | Hold |
47
| – | – | ﹤0.01% | 680 |
|
|
2024
Q1 | $18K | Hold |
47
| – | – | ﹤0.01% | 607 |
|
|
2023
Q4 | $18K | Hold |
47
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $15K | Hold |
47
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $16K | Hold |
47
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $14K | Hold |
47
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $13K | Hold |
47
| – | – | ﹤0.01% | 622 |
|
|
2022
Q3 | $11K | Buy |
+47
| New | +$13.7K | ﹤0.01% | 614 |
|
|
2022
Q2 | – | Sell |
-47
| Closed | -$16K | – | 785 |
|
|
2022
Q1 | $16K | Hold |
47
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $18K | Hold |
47
| – | – | ﹤0.01% | 559 |
|
|
2021
Q3 | $17K | Hold |
47
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $17K | Hold |
47
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $14K | Hold |
47
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $14K | Hold |
47
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $14K | Hold |
47
| – | – | ﹤0.01% | 493 |
|
|
2020
Q2 | $13K | Hold |
47
| – | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $10K | Hold |
47
| – | – | ﹤0.01% | 455 |
|
|
2019
Q4 | $11K | Hold |
47
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $10K | Hold |
47
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $9K | Hold |
47
| – | – | ﹤0.01% | 436 |
|
|
2019
Q1 | $9K | Hold |
47
| – | – | ﹤0.01% | 462 |
|
|
2018
Q4 | $7K | Hold |
47
| – | – | ﹤0.01% | 458 |
|
|
2018
Q3 | $8K | Hold |
47
| – | – | ﹤0.01% | 472 |
|
|
2018
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 475 |
|
|
2018
Q1 | $8K | Buy |
47
+13
| +38% | +$2.1K | ﹤0.01% | 401 |
|
|
2017
Q4 | $5K | Buy |
34
+13
| +62% | +$1.91K | ﹤0.01% | 411 |
|
|
2017
Q3 | $3K | Buy |
+21
| New | +$2.76K | ﹤0.01% | 343 |
|
|
2016
Q2 | – | Sell |
-150
| Closed | -$14K | – | 411 |
|
|
2016
Q1 | $14K | Buy |
+150
| New | +$13.5K | 0.01% | 272 |
|
Other funds holding MCO
Asset Dedication LLC's MCO Position: Q2 2026 in Review
Asset Dedication LLC increased its Moody's (MCO) stake by 4.3% in Q2 2026, buying an estimated $898 and bringing the position to 49 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #638.
Asset Dedication LLC first reported a position in MCO in Q1 2016 and has held it in 36 quarters since. The position peaked at $40.8K in Q3 2024. 1,406 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- Asset Dedication LLC held 49 shares of Moody's worth $22.2K as of Q2 2026.
- Asset Dedication LLC bought 2 Moody's shares in Q2 2026, an estimated $898.
- Moody's made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #638 holding.
- Asset Dedication LLC first reported a position in Moody's in Q1 2016 and has held it in 36 quarters since.
- Asset Dedication LLC's Moody's position peaked at $40.8K in Q3 2024.
- 1,406 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.