B. Riley Wealth 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
Q2 | $275K | Buy |
607
+6
| +1% | +$2.69K | 0.01% | 657 |
|
|
2026
Q1 | $260K | Buy |
601
+164
| +38% | +$77.6K | 0.02% | 620 |
|
|
2025
Q4 | $223K | Sell |
437
-18
| -4% | -$8.78K | 0.01% | 824 |
|
|
2025
Q3 | $217K | Buy |
+455
| New | +$229K | 0.01% | 863 |
|
|
2024
Q4 | $1.69M | Buy |
3,571
+20
| +0.6% | +$9.54K | 0.06% | 311 |
|
|
2024
Q3 | $1.68M | Buy |
3,551
+7
| +0.2% | +$3.24K | 0.05% | 363 |
|
|
2024
Q2 | $1.49M | Buy |
3,544
+81
| +2% | +$32.2K | 0.04% | 418 |
|
|
2024
Q1 | $1.1M | Buy |
3,463
+65
| +2% | +$25.1K | 0.03% | 497 |
|
|
2023
Q4 | $1.33M | Sell |
3,398
-65
| -2% | -$22.6K | 0.04% | 453 |
|
|
2023
Q3 | $1.1M | Sell |
3,463
-294
| -8% | -$100K | 0.03% | 497 |
|
|
2023
Q2 | $1.31M | Buy |
3,757
+58
| +2% | +$18.4K | 0.03% | 483 |
|
|
2023
Q1 | $1.13M | Sell |
3,699
-502
| -12% | -$152K | 0.03% | 505 |
|
|
2022
Q4 | $1.17M | Buy |
4,201
+93
| +2% | +$25.4K | 0.03% | 482 |
|
|
2022
Q3 | $999K | Buy |
4,108
+618
| +18% | +$180K | 0.03% | 507 |
|
|
2022
Q2 | $950K | Sell |
3,490
-125
| -3% | -$37.4K | 0.04% | 436 |
|
|
2022
Q1 | $1.22M | Buy |
3,615
+382
| +12% | +$128K | 0.04% | 422 |
|
|
2021
Q4 | $1.26M | Buy |
3,233
+38
| +1% | +$14.7K | 0.04% | 461 |
|
|
2021
Q3 | $1.14M | Sell |
3,195
-240
| -7% | -$90.4K | 0.04% | 477 |
|
|
2021
Q2 | $1.25M | Buy |
3,435
+414
| +14% | +$138K | 0.04% | 449 |
|
|
2021
Q1 | $903K | Buy |
+3,021
| New | +$851K | 0.03% | 508 |
|
|
2019
Q4 | – | Sell |
-1,739
| Closed | -$357K | – | 885 |
|
|
2019
Q3 | $357K | Buy |
1,739
+272
| +19% | +$57K | 0.04% | 526 |
|
|
2019
Q2 | $287K | Buy |
+1,467
| New | +$278K | 0.03% | 577 |
|
|
2018
Q4 | – | Sell |
-2,016
| Closed | -$337K | – | 708 |
|
|
2018
Q3 | $337K | Buy |
2,016
+348
| +21% | +$61.2K | 0.04% | 458 |
|
|
2018
Q2 | $285K | Sell |
1,668
-21
| -1% | -$3.55K | 0.04% | 490 |
|
|
2018
Q1 | $273K | Buy |
1,689
+22
| +1% | +$3.56K | 0.04% | 483 |
|
|
2017
Q4 | $247K | Buy |
+1,667
| New | +$244K | 0.03% | 514 |
|
|
2015
Q4 | – | Sell |
-2,520
| Closed | -$248K | – | 600 |
|
|
2015
Q3 | $248K | Buy |
2,520
+160
| +7% | +$17K | 0.06% | 408 |
|
|
2015
Q2 | $255K | Buy |
+2,360
| New | +$254K | 0.06% | 383 |
|
|
2015
Q1 | – | Sell |
-1,633
| Closed | -$156 | – | 1389 |
|
|
2014
Q4 | $156 | Buy |
+1,633
| New | +$158K | ﹤0.01% | 1500 |
|
|
2014
Q3 | – | Sell |
-170
| Closed | -$14.9K | – | 1372 |
|
|
2014
Q2 | $14.9K | Buy |
+170
| New | +$14K | ﹤0.01% | 1609 |
|
Other funds holding MCO
PAM
LMFP
CF
CAM
SP
HHAA
CIPU
BFS
B. Riley Wealth Advisors's MCO Position: Q2 2026 in Review
B. Riley Wealth Advisors increased its Moody's (MCO) stake by 1% in Q2 2026, buying an estimated $2.69K and bringing the position to 607 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #657.
B. Riley Wealth Advisors first reported a position in MCO in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.69M in Q4 2024. 226 funds tracked by Wall St. Rank hold MCO as of Q2 2026.
- B. Riley Wealth Advisors held 607 shares of Moody's worth $275K as of Q2 2026.
- B. Riley Wealth Advisors bought 6 Moody's shares in Q2 2026, an estimated $2.69K.
- Moody's made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #657 holding.
- B. Riley Wealth Advisors first reported a position in Moody's in Q2 2014 and has held it in 30 quarters since.
- B. Riley Wealth Advisors's Moody's position peaked at $1.69M in Q4 2024.
- 226 funds tracked by Wall St. Rank held Moody's as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.